Infinity Wealthcare, LLC

Overview

Infinity Wealthcare, LLC positions itself as an independent registered investment adviser serving individual and family clients with a clear tilt toward equity exposure. The firm emphasizes portfolio management alongside financial planning and offers services that range from individual portfolio construction to management of pooled investment vehicles. Its listed activities—selection of other advisers and pension consulting—suggest a willingness to allocate capital to third-party managers and to use external expertise where beneficial. Fee arrangements include percentage-of-assets, hourly, fixed and performance-based structures, which enables the firm to operate both as a traditional AUM manager and to run bespoke or performance-linked arrangements for select clients or vehicles. Investment approach appears equity-centric: the firm identifies exchange-traded equities as its most-used asset type and lists equities as its stated preference. That equity focus is applied within both discretionary mandates and non-discretionary relationships. Given the firm’s advisory scope that includes market timing services and educational seminars, they likely combine model-driven portfolio allocations with client-focused planning and occasional tactical adjustments.

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Public Holdings

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Location & Offices