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 give you modern technology to consolidate accounts, control costs, and keep your financial goals on track. Elevate Digital Portfolio helps you and your advisor efficiently manage your investments securely online. You’ll always know where you stand, and we’ll be there when you need advice.
We Help Grow and Protect Wealth
Infinity advisors create and implement investment strategies that match your individual objectives, time horizon, and risk tolerance. Years of asset management experience guides our selection of suitable investments and helps determine the right course of action.
Asset Allocation That’s Right for You
Infinity wealth managers create personalized asset allocation strategies. We balance different asset classes and management styles in your investment accounts to help optimize your risk-adjusted returns. We also periodically review, update, and rebalance your portfolio as goals and objectives change.
We Help You Manage Portfolio Risks
We use risk management strategies to help protect your assets from the impact of certain risk-related events:
- 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