
Our Background & Approach
We build custom portfolios and offer multiple investment strategies to meet your unique investment goals.
Music Row
55 Music Square E, Nashville, TN 37203
Infinitus Wealth Management
Infinitus Wealth Management is a Nashville-based investment advisory firm providing active portfolio management for individuals, families, and professionals.
We build customized investment 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 client objectives.
About
Erik James Roberts
Founder & Chief Investment Officer




Erik James Roberts is the Founder and a Chief Investment Officer at Infinitus Wealth Management LLC. Erik graduated with an MBA from the Wharton School, the business school of the University of Pennsylvania and an Ivy League institution currently ranked the #1 MBA program and the #1 finance program in the world. Erik also attended Vanderbilt's Owen Graduate School of Business and Youngstown State University, majoring in finance. Erik specializes in investment analysis using fundamental research, portfolio construction and management, strategic planning, and disciplined risk management.
Erik Began his career by serving in the U.S. Army in the 101st Airborne as an infantryman during the invasion of Iraq in 2003. Erik then led a Recon Infantry team before being severely wounded in combat and received a Purple Heart Medal. After the military, Erik found his passion for investing at the Wall Street Warfighters Foundation and gained extensive experience working as a financial advisor for Merrill Lynch and Edward Jones Investments and as an Equity Research Analyst at Thompson Research Group.
During Erik's military service, an explosion in Baghdad completely severed his femur, and he was given only a 10% chance to keep his leg. After 14 surgeries, Erik's surgeons told him that he would never run again, but he vowed on CNN to one day run a marathon. After severe muscle loss and nerve damage, Erik fought to keep his leg. His determination not to give up but to succeed enabled him to run multiple marathons and later complete a 140-mile Ironman triathlon. Erik continues to embody that same level of dedication and focus as he works with clients to help them achieve their financial goals.

Advisory Board

Trust & Transparency
Dedicated to Your Financial Success

Independent
Fiduciary

Clear Performance Reporting

Disciplined Investment Process

Fee-Only,
No Commissions

Schedule a Private Portfolio Consultation
For investors seeking disciplined portfolio management,
tactical asset allocation, and long-term capital stewardship.
Confidential discussion
No Obligation
Direct conversation with Founder & Chief Investment Officer
Learn about our Active & Personalized Portfolio Management
Explore our Investment Strategies
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%
Investment Newsletter
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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.


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.
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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.
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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.


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.
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