INDEPENDENT FIDUCIARY | ACTIVE PORTFOLIO MANAGEMENT

Nashville Wealth Advisor Nashville Investment Advisor Nashville Financial Advisor Nashville Financial Planner

Music Row

55 Music Square E, Nashville, TN 37203

We build custom portfolios and offer multiple investment strategies to meet your unique investment goals.

Investment strategy discussion for business professionals

Investment Strategies

Balanced Growth
Equity Strategy

Large-Cap Growth
Equity Strategy

Stable Value Equity
Strategy

Small- & Mid-Cap
Growth Strategy

Private Companies
Investment Strategy

Technologoy-Focused Growth

Global Opportunities
Equity Strategy

Tax-Exempt Municipal
Bonds Strategy

Risk-Controlled
Growth Strategy

Dividend Income
Growth Strategy

Global Bonds Strategy

International
Equity Strategy

Active & Personalized Portfolio Management

Dynamic, client-specific portfolios that rely on deep research and active decisions to drive superior outcomes. We provide continuous active management—monitoring markets, reassessing positions, and making timely adjustments to help maximize results.

Business founder discussing liquidity event investment planning

Advisor explaining risk management to high net worth client

FIND AN ADVISOR

Professional couple planning long-term wealth management

Growth & Capital Appreciation

We design portfolios focused on growing your wealth over time. By emphasizing quality businesses, durable trends, and disciplined risk controls, we seek strong long‑term capital appreciation while helping you stay invested through market cycles.

Investor reviewing diversified investment portfolio allocation

Tactical Asset Allocation

Markets move through cycles, and we adjust. We shift exposures across asset classes, sectors, and styles when the data supports it, aiming to reduce downside risk while positioning your portfolio to benefit from new opportunities.

Portfolio management consultation for affluent investors

Executive reviewing stock compensation and investment strategy

Corporate executive discussing portfolio management plan

Market Research

& Insights

We conduct in-depth, data-driven market research to guide every investment decision.We analyze macro trends, sectors, and individual securities—then distill that work into clear, actionable insights for your portfolio.

Entrepreneur analyzing company and personal investment performance

High net worth client meeting with wealth advisor about investment portfolio

Tax‑Efficient

Investing

We integrate tax considerations directly into portfolio management—managing distributions, realizing gains strategically, and optimizing account placement to improve after‑tax performance and keep more of your returns compounding.

Business owner reviewing financial strategy with investment advisor

Wealth management meeting focused on capital preservation

Capital Preservation & Risk Management

Preserving capital is foundational to our approach. We combine diversified allocations, clear risk limits, and continuous active management to protect your wealth through different market environments.

Financial advisor presenting active portfolio management strategy

Retirement-stage investor reviewing capital preservation strategy investment strategies

WHO WE SERVE

Investment Solutions
Across Every Stage of Wealth

We offer active portfolio management and personalized investment strategies designed to support you through every phase of life while aligning with your financial goals and overall financial picture.

We work with individuals and families whose financial lives evolve over time, requiring thoughtful strategy and ongoing portfolio oversight.

Our focus is on maintaining alignment, managing risk, and adapting your investment approach as markets, opportunities, and personal priorities change.

Global equity investment planning session

Your Path Forward Begins with a Conversation

Fees

We accept zero commissions and act as a fiduciary, mandated by law and ethically bound to put our clients' interests first in everything we do. Our fee is based on Assets Under Management, so we do well when you do well.

No Performance Fees

We charge no performance fees. Our simple and straightforward Assets Under Management fee allows our advisors to focus on achieving our clients' goals.

No Commissions

We charge no commissions on buying and selling investments, so our interests are completely aligned as we grow and protect your accounts.

No Financial Planning Costs

A complimentary and comprehensive financial plan is available to all clients of Infinitus Wealth Management.

Fees charged for our asset management services are negotiable based on the type of client, the complexity of the client's situation, the composition of the client's account, the potential for additional account deposits, and the total amount of assets under management for the client.

Assets Under Management

Less than $1,000,000

$1,000,000 to $4,999,999.99

$5,000,000 to $9,999,999.99

$10,000,000 or more

Annual Fee Rate

1.00%

0.95%

0.90%

0.80%

Schedule a Complimentary Consultation

High Yielding Cash Accounts

with Altruist Cash

3.20% APY

Up to $3M in FDIC Insurance on individual, trust, and business cash accounts, and up to $6M on joint accounts, through our partner banks.
There are no AUM fees on cash accounts.
No minimums, no transfer volume limits, and easy ACH linking.