Lees Summit, MO Office

Infinity Financial Services Advisory is a multi-advisor firm that manages roughly $174 million for about 642 clients through a team of 35 advisors. The firm offers portfolio management, financial planning, selection of other advisers, and pension consulting for individual and high-net-worth clients.

The firm describes a multi-method investment approach, using charting, cyclical, fundamental, quantitative, technical analysis and modern portfolio theory, and implements strategies across mutual funds, ETFs, annuities, options and other complex or alternative investments. Its ADV notes both long- and short-term trading styles and explicit use of options and complex products as part of portfolio construction and risk management.

Distinctive elements in the brochure include an affiliation with an accounting firm and disclosed regulatory/disciplinary events, both of which are uncommon for peers in this category. The combination of pension consulting, adviser selection services, and the accounting affiliation may affect how the firm integrates tax and reporting considerations into client work, per the brochure.