Infinity 8 Investments, LLC

Infinity 8 Investments provides discretionary and non‑discretionary investment management to individuals and a range of institutional clients, including retirement and profit‑sharing plans, trusts, and other business entities, and it offers ongoing portfolio monitoring and account reviews. The firm also sponsors a wrap‑fee program that bundles advisory, execution, and custodial services for participating accounts.

I8IL follows an active asset‑allocation approach driven by a business‑cycle model (recovery, expansion, peaking, contraction) and adjusts exposure across equities, fixed income, commodities, alternatives, and cash accordingly. Portfolios are built from three main strategies (Target Return, Balanced, and Managed ETF) using proprietary technical and fundamental models alongside third‑party research and macroeconomic data, with securities selections that include individual stocks, bonds, ETFs, ADRs, REITs and MLPs.

Compared with many independent advisers, the firm’s role as a wrap‑fee sponsor and its provision of portfolio management to institutional clients are notable and relatively uncommon. The firm recently transitioned to SEC registration and emphasizes direct security selection—particularly individual equities and fixed income—rather than broad delegation to outside managers.