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treasure investment management, llc

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treasure investment management, llcscottsdale, AZ

Additional Information

Treasure is a corporate treasury management platform that strategically maximizes surplus business funds through secure, high-return, and liquid cash management powered by intelligent algorithms and managed by an investment team. The company offers cash management services designed for compliance and security, with SEC-registered investment advisory services.

SEC-Registered Investment Advisor (RIA)SOC-2 CertifiedGDPR CompliantFDIC InsuredSIPC InsuredFiduciary Duty

Specializes in

Business cash optimizationHigh-return liquid investmentsGovernment-backed securitiesTreasury investmentsRisk-minimized portfolio allocation

Services

Corporate treasury managementCash managementInvestment managementManaged money market fundsManaged treasuriesManaged income productsPortfolio managementFund transfers

Additional information extracted from the firm's public website. Last updated: September 16, 2026

Contact Information

Phone: 310-957-9428

Website: http://www.treasure.tech

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How much does a financial advisor cost in scottsdale?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

What's the difference between a financial advisor and a financial planner?

A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

When should I hire a financial advisor?

Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.