Do you second-guess your investment decisions or become frustrated managing all of your financial accounts? Creating and preserving wealth can seem like a full-time job. The professionals at Infinity can help. We execute your financial plan with time-tested strategies, a diverse mix of investments, and powerful Elevate Digital Portfolio tools.
Let Infinity Manage Your Portfolio
We Help Grow and Protect Wealth

Asset Allocation That’s Right for You

We Help You Manage Portfolio Risks
- Market decline
- Inadequate diversification
- Asset or property losses
- Excessive debt or overspending
- Life event impacts
- Outliving income
- Inefficient taxation

Infinity Offers Many Ways to Invest
- Annuities
- American Depositary Receipts (ADRs)
- CDs on the secondary market
- Closed-end funds
- Convertible bonds
- Corporate bonds (domestic)
- Equity options (covered calls and protective puts only)
- Exchange Traded Funds (ETFs)
- 529 college savings plans
- Master limited partnerships (publicly traded)
- Municipal bonds
- Mutual funds
- Preferred stocks
- Private placements
- Professionally-managed fee-based accounts
- REITs
- Rights and warrants
- Stocks (listed and unlisted)
- Unit Investment Trusts (UITs) - wrap eligible
- U.S. Treasury obligations - bonds, notes, bills