Infinium Investment Advisors, LLC

Infinium provides investment management, financial planning, and retirement plan consulting to individuals, high‑net‑worth clients, employee‑sponsored retirement plans, institutions, trusts, and estates. The firm manages client portfolios on a discretionary basis and also offers consulting services, participant enrollment and education for plan sponsors, and access to third‑party money managers and held‑away account management via a Pontera platform.

The firm’s investment approach is centered on asset allocation informed by modern portfolio theory, combining equities, ETFs, mutual funds, bonds, options and selective alternative investments while tailoring sub‑portfolios for growth or income objectives. Security selection and timing draw on a mix of fundamental screening, independent research (including Morningstar and Fidelity resources) and technical analysis, and the adviser actively adjusts cash allocations to manage market risk with periodic portfolio reviews.

Distinctive features for a firm of its size include a compact advisory structure with the founder serving as the sole managing member and chief compliance officer while operating with two advisors and managing approximately $152 million in regulatory assets, and a policy of managing all client assets on a discretionary basis. The firm also emphasizes periodic client communications and reporting — including annual brochure updates and privacy notices, client meeting reports, use of a third‑party administrative/reporting vendor, and the Pontera platform for discretionary participant account management — practices that are less common among peers.