Investment Strategies,
Built in Nashville
Twelve distinct investment strategies — each constructed from individual stocks and bonds and tailored to your growth objectives, time horizon, and risk tolerance. No mutual funds. No off-the-shelf models. Just portfolios built to grow capital.
Infinitus Wealth Management · Nashville · We Don't Just Manage Wealth. We Build It.
Portfolio management led by Erik James Roberts, MBA — Founder & Chief Investment Officer, Infinitus Wealth Management. Wharton MBA · U.S. Army veteran (101st Airborne) · Purple Heart recipient.
The Foundation
One discipline beneath every strategy
Each of our twelve investment strategies is a different expression of the same conviction: that wealth is best built through actively managed portfolios of individual securities, owned directly and chosen on their merits. Whether the objective is aggressive growth, tax-efficient income, or disciplined risk control, the underlying approach is consistent — fee-only, fiduciary, and constructed for you rather than assembled from a product shelf.
Strategies are not mutually exclusive. Most client portfolios blend several, weighted to match where you are and where you want to go. The list below is a starting point for that conversation, not a menu of fixed products.
How They Fit Together
Mapping objectives to strategies
Where each strategy sits along two dimensions — stability versus growth orientation, and income versus capital appreciation. Most portfolios blend several positions on this map.
Who We Serve
Investment Management for Individuals, Families, & Institutions
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
⎯ 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.
⎯ 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
Discovery Call
A no-pressure conversation about your goals, holdings, and what you want your wealth to do — by phone, video, or in person.
02
Strategy Review
We review your holdings, goals, and risk profile, then share observations on how your portfolio is positioned and where a tailored approach may help.
03
Onboarding
Thoughtful, paced execution and, where appropriate, hedging — executed with intention rather than reaction.
04
Active Management
We build and manage your portfolio of individual securities, with ongoing research and protfolio reviews.
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.
⎯ Frequently Asked Questions
About our investment strategies
How do I know which investment strategy is right for me? You don't have to decide alone — and you rarely choose just one. We start by understanding your growth objectives, time horizon, tax situation, and risk tolerance, then recommend a blend of strategies weighted to fit. The twelve listed here are a starting point for that conversation, not fixed products you select from a menu.
Can I combine more than one strategy in a single portfolio? Yes — most client portfolios do. A growth-oriented investor might pair Large-Cap Growth with a Risk-Controlled Growth sleeve and a Tax-Exempt Municipal Bond allocation for tax-efficient income. We weight the mix to your objectives and adjust it over time as circumstances change.
Why does Infinitus use individual stocks and bonds instead of funds? Individual securities give us full control over what you own, when positions change, and how taxes are managed — without the embedded fees and one-size-fits-all construction of mutual funds. As a fee-only fiduciary, we aren't paid to steer you toward fund products, so every strategy is built from securities chosen on their merits.
Are these strategies actively managed? Yes. Every strategy is actively managed — positions are researched, selected, monitored, and adjusted rather than set once and left alone. Active oversight is central to how we pursue growth and manage risk, and it applies whether the strategy is equity-focused, income-focused, or specialized.
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.
⎯ 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.