TOTAL RETURN CAPITAL

Overview

Total Return Capital is a small independent RIA that focuses on serving individual and family clients with fee-based financial planning and portfolio management. The firm combines advisory work with insurance brokerage and accounting services, which shapes its product mix — equity-focused investment solutions alongside insurance vehicles like annuities. Investment activity is tilted toward liquid, exchange-traded exposures for core allocations, with selective use of third‑party alternative managers (hedge funds, private placements, real estate) to add diversification or income where appropriate. The advisory model includes both discretionary and non‑discretionary relationships, suited to clients who want hands-on planning and those who prefer to retain trading control.

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Location & Offices