Investment Expertise

Investment selection & monitoring

As your experienced partner, we will help you establish an investment strategy that fits the distinct needs of your company and your employees. Our investment process includes:

Investment Policy Statement – We assist you in developing an Investment Policy Statement that sets guidelines for making investment decisions.

Investment Selection – It’s important to construct a well-balanced lineup that offers broad diversification across asset classes. We make investment recommendations based on a rigorous quantitative and qualitative evaluation process.

Continual Monitoring – We conduct periodic investment reviews to ensure you always have the best investments at the lowest cost.

The Infinitas Difference

  • Institutional share classes
  • Open architecture
  • Constant monitoring
  • Independent advice
  • Model portfolios at no extra cost
  • Fee and provider benchmarking