Infinity 8 Investments manages investment portfolios using an active asset allocation strategy that adjusts asset exposure across different phases of the economic business cycle. Infinity 8 Investments offers three portfolio types: Target Return, Balanced, and Managed ETF. Portfolios generally include individual stocks, fixed income securities, mutual funds, exchange-traded funds, real estate investment trusts, and other select asset classes. Infinity 8 Investments operates as a registered investment advisor and provides services on both discretionary and non-discretionary bases, meaning they can make trades on your behalf or require your approval depending on your agreement. Infinity 8 Investments serves individuals, business owners, trusts, estates, and retirement plans, with specific portfolio minimums depending on the chosen strategy.
Fee Structure
Infinity 8 Investments charges a single bundled annual fee based on a percentage of the value of your portfolio. Fees are calculated daily, prorated quarterly, and deducted directly from your account in arrears.
While the brochure mentions that the program uses a breakpoint pricing method, a specific fee schedule table is not provided in the text. However, the firm notes account minimums of $125,000 for Managed ETF portfolios and $200,000 for Target Return and Balanced portfolios, though these minimums may be negotiable.