We Don't Just Manage Wealth. We Build It.
Active & Personalized Investment Management in Nashville
Independent fiduciary wealth management for individuals, families, business owners, and institutions — customized portfolios designed to grow capital, manage risk, and adapt to changing market conditions.
Wharton MBA · Fee-Only Fiduciary · Veteran-Owned · Music Row, Nashville
Custom Portfolios · Multiple Strategies · Investment Focused
Built for investors seeking growth, risk management, income, or long-term capital preservation
An investment-first approach
Infinitus Wealth Management provides active portfolio management for individuals, families, professionals, business owners, and institutions seeking a more personalized investment approach. We build customized portfolios designed to grow capital, manage risk, and adapt to changing market conditions.
As an independent fiduciary, our focus is disciplined decision-making, research-driven strategy, and long-term alignment with each client’s objectives.
Portfolios are constructed from individual stocks and bonds — not off-the-shelf funds — for a clear, personalized approach to investment-focused wealth management.
Leadership
Erik James Roberts
Founder & Chief Investment Officer
Erik James Roberts is the Founder and Chief Investment Officer of Infinitus Wealth Management. He holds an MBA from the prestigious Wharton School of the University of Pennsylvania, widely recognized as the world’s premier institution for finance and business education.
With extensive investment management experience, Erik specializes in fundamental investment research, portfolio construction and management, strategic asset allocation, and disciplined risk management.
Erik is also a Purple Heart combat-wounded veteran who previously served as an infantryman in the U.S. Army’s 101st Airborne Division.
Who We Serve
Investment Management for Individuals, Families, & Institutions
⎯ Local Roots, National Reach
Nashville-Based, Serving Investors Nationwide
Based on Music Row, we work with clients across Nashville and throughout the country. Our clients come to us with different backgrounds, goals, and stages of wealth — but often with the same need: more thoughtful, hands-on investment management than a traditional model-portfolio approach provides.
Whether you are building wealth, preparing for retirement, managing concentrated assets, or looking for a more personalized strategy for the capital you have already accumulated, the conversation starts the same way: directly, thoughtfully, and on your terms.
Twelve Strategies, One Philosophy
Investment Strategies
Each built from individual stocks and bonds, tailored to your objectives. Explore all twelve.
⎯ Working Together
How the Relationship Works
Clients come to us expecting clarity, discipline, and direct access to the person managing their capital. The process is built to deliver exactly that.
01
Confidential Discovery
A direct conversation about your assets, goals, risk tolerance, and what you want your capital to accomplish — no obligation.
02
Portfolio Architecture
A custom plan built from individual stocks and bonds, calibrated to your objectives, tax situation, and liquidity needs.
03
Disciplined Implementation
Thoughtful, paced execution and, where appropriate, hedging — executed with intention rather than reaction.
04
Active Management
Ongoing active management, tactical adjustments, and direct access to the Chief Investment Officer as markets and your circumstances evolve.
Our Investment Approach
Disciplined portfolio management grounded in research, tax awareness, and risk control.
Transparent, Fee-Only
Fees
We accept zero commissions and act as a fiduciary — mandated by law and ethically bound to put our clients’ interests first. 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.
Trust & Transparency
Dedicated to Your Financial Success
Clear Performance Reporting
Disciplined Investment Process
Fee-Only,
No Commissions
Schedule a Private Consultation
Investment-Focused Wealth Management
Confidential discussion
No Obligation
Direct conversation with Founder & Chief Investment Officer
Learn about our Active & Personalized Portfolio Management
Explore our Investment Strategies
Investment Newsletter & Market Updates
Subscribe for weekly market insights and investment commentary
⎯ Common Questions
Frequently Asked Questions
What is a fiduciary financial advisor? A fiduciary financial advisor is legally and ethically obligated to act in your best interest at all times — not the interest of a broker, bank, or investment firm. At Infinitus Wealth Management, we are an independent fiduciary, which means we have no affiliation with any financial institution and earn zero commissions. Every recommendation is driven solely by what is best for your portfolio and your long-term financial goals.
What is active portfolio management? Active portfolio management is an investment approach where a portfolio manager makes ongoing, research-driven decisions about buying, selling, and adjusting investments based on market conditions, economic data, and individual security analysis. Unlike passive investing, which simply tracks an index, it allows us to respond to opportunities and risks in real time. At Infinitus, we combine fundamental research, tactical asset allocation, and disciplined risk management to build custom portfolios designed to grow capital and protect wealth.
How does Infinitus Wealth Management charge for its services? Infinitus charges a simple, transparent Assets Under Management (AUM) fee with no commissions, no performance fees, and no financial planning costs. Annual fee rates are 1.00% under $1M, 0.95% from $1M–$4.99M, 0.90% from $5M–$9.99M, and 0.80% at $10M or more. Because our fee is based on your assets, our interests are completely aligned — we grow when you grow.
What is the minimum investment to work with Infinitus? Infinitus works with investors with a minimum of $100,000 in investable assets. Our client base primarily consists of high-net-worth individuals, families, business owners, executives, and professionals with portfolios ranging from $1 million to $25 million and beyond. We offer tailored solutions across every stage of wealth, from our Foundations strategy for emerging investors to our Private Wealth & Legacy program for clients with $25 million or more.
Is Infinitus owned by a larger financial institution? No. Infinitus Wealth Management is an independent, privately owned RIA. There is no parent company, no proprietary fund shelf, and no sales quota directing portfolio decisions. The only party we answer to is the client.
How is Infinitus different from most wealth managers? We build portfolios from individual stocks and bonds you directly own—never mutual funds and rarely ETFs. Direct ownership gives you cost control, tax control, and full transparency into every position, and it lets us hedge specific holdings with options rather than running a one-size-fits-all fund model.
What are your advisory fees? Fees are a single transparent percentage of assets under management on a four-tier schedule: 1.00% under $1M, 0.95% from $1M to $4.99M, 0.90% from $5M to $9.99M, and 0.80% at $10M and above. A complimentary financial plan is included.
Who does Infinitus Wealth Management work with? Infinitus serves a diverse range of clients across Nashville and beyond, including high-net-worth individuals and families, business owners and founders, corporate professionals and executives, retired and pre-retirement investors, professional athletes, musicians and entertainers, endowments, foundations and nonprofits, and young professionals building long-term wealth.
How do I get started with Infinitus? Getting started is simple. Schedule a complimentary, no-obligation private portfolio consultation directly with Erik James Roberts, Founder and Chief Investment Officer. We’ll discuss your goals, current portfolio, timeline, and risk tolerance to determine how Infinitus can help you grow and protect your wealth. Contact us at erik.roberts@infinituswealth.com or request your consultation today.
⎯ Explore Further
Related Strategies & Reading
Disclosure: Infinitus Wealth Management is a registered investment adviser. Registration does not imply a certain level of skill or training. All investments involve risk, including the potential loss of principal. No investment strategy can guarantee returns or eliminate risk. Past performance is not indicative of future results. Advisory services are offered only pursuant to a written advisory agreement.