Investment Strategies · Infinitus Wealth Management
Private Companies Investment Strategy
Investment management in Nashville
The Private Companies Investment Strategy provides access to privately held businesses positioned for long-term capital appreciation — companies with scalable operating models, attractive competitive positioning, and strong potential for sustained value creation. Through disciplined due diligence and a curated network of opportunities, the strategy pursues value creation outside traditional public markets, for investors comfortable with longer horizons and reduced liquidity.
Strategy designed and managed by Erik James Roberts, MBA — Founder & Chief Investment Officer, Infinitus Wealth Management. Wharton MBA · Fee-only fiduciary.
⎯ Strategy Overview
Private Market Investing
Some of the most compelling value creation in an economy happens before a company ever reaches a public exchange. Founders build, products find their markets, revenue scales, and business models are proven — often over years in which the company is owned only by its founders, employees, and a small circle of private investors. The Private Companies Investment Strategy exists to give qualified Infinitus clients a disciplined way to participate in that stage of the business lifecycle.
As a Nashville-based registered investment adviser, we focus on identifying private companies with scalable operating models, attractive competitive positioning, and strong potential for sustained value creation. The strategy emphasizes disciplined evaluation of business fundamentals, management quality, growth visibility, and capital structure — the same research-first standard we apply to every public-market strategy, adapted to businesses that do not file quarterly reports or trade daily.
This is not a blind-pool fund and it is not an allocation to someone else's portfolio. Each opportunity is evaluated individually, and clients participate in specific companies rather than an anonymous basket. The objective is long-term value creation supported by thoughtful due diligence and structured portfolio construction.
⎯ Portfolio Approach
Due Diligence First, Deal Flow Through Relationships
The strategy is built through in-depth due diligence focused on business quality, financial fundamentals, management capability, and long-term growth prospects. Investment selection is driven by company-specific analysis rather than market timing — we are underwriting businesses, not trading a market.
Access matters as much as analysis in private markets, because the best opportunities are rarely advertised. Our deal flow is sourced through relationships built over years: a professional network developed on Wall Street and through the Wharton School community, where founders and emerging companies regularly surface seeking experienced, long-term capital. Every opportunity that reaches us through that network is subjected to the same diligence standard — sourcing through relationships earns a company a review, never an investment.
Given the nature of private investments, positions are typically held with a long-term perspective. There is no daily price to react to and no exchange to sell into, so the work happens up front: understanding the business, its economics, its leadership, and the terms of the investment before capital is ever committed.
⎯ Strategy Philosophy
Why Private Markets Deserve a Disciplined Seat at the Table
We believe private markets can offer access to innovative companies and growth opportunities that may not be available in public markets. Privately held businesses often operate with longer planning horizons, allowing management teams to focus on operational execution and strategic development without the pressures of short-term market expectations — no quarterly earnings theater, no reacting to a daily share price.
That freedom cuts both ways, which is why discipline matters more here, not less. Without a market price updating every second, valuation is a judgment that must be earned through analysis. Without public filings, understanding a business requires direct access to its leadership, its numbers, and its customers' behavior. The strategy emphasizes identifying businesses with strong leadership, genuine competitive advantages, and clear paths to expansion — and passing on everything that cannot demonstrate all three.
Our approach is deliberately selective. The private markets are full of stories; our job is to find operating businesses. Most opportunities we review do not become investments, and that selectivity is the point — in a market with no daily liquidity, the decision to invest carries far more weight than it does in public equities, and it receives correspondingly more scrutiny.
⎯ Risk Perspective
What Private Investing Requires
Private company investments can involve higher levels of risk than public equities — including limited liquidity, valuation uncertainty, and business execution risk. There is no exchange to sell into, valuations are established periodically rather than continuously, and young businesses can fail. We say this plainly because the investors best suited to this strategy are the ones who understand it fully.
The strategy seeks to manage these risks through careful selection, diversification across opportunities, and a focus on companies with strong fundamentals and growth visibility. Position sizing matters as much as selection: private investments are structured as a complement to a client's core public-market portfolio, sized so that illiquidity never interferes with liquidity needs elsewhere in the plan.
Investors should be comfortable with longer investment horizons and reduced liquidity. For those who are, private markets can add a dimension of long-term ownership that public markets alone cannot — participation in businesses at the stage where much of their story is still being written.
⎯ The Infinitus Difference
Private Market Access
Most investors who want private market exposure are pointed toward pooled vehicles — blind-pool funds with multi-year capital lockups, layered management and performance fees, and no visibility into what will actually be owned. We take the opposite approach. Private investing at Infinitus means participation in specific, individually diligenced companies — each one researched, understood, and selected for a reason you can hear directly from the person who made the decision.
That structure has practical advantages. You know what you own, because each investment is a named company rather than a fund position. Opportunities are evaluated against your broader portfolio, so private exposure is sized and timed around your liquidity, goals, and existing holdings rather than a fund's fundraising calendar. And because our Founder & Chief Investment Officer sources and evaluates every opportunity directly, the judgment applied to your capital is the same judgment you can question across the table.
⎯ Objective
The Goal of the Strategy
To pursue long-term capital appreciation by investing in a portfolio of high-quality private companies with scalable business models and strong growth potential — aiming to capture value creation opportunities outside traditional public markets.
Ultimately, the strategy is a search for well-run private businesses on their merits — companies whose leadership, economics, and growth visibility would make them compelling in any market, public or private.
Within a broader portfolio, Private Companies typically serves as a satellite allocation alongside a core of public-market strategies. Clients frequently pair it with our Large-Cap Growth Equity, Balanced Growth Equity, or Dividend Income Growth strategies, keeping ample liquidity in the core while the private sleeve pursues long-term value creation.
⎯ Getting Started
From First Call to Fully Invested.
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
A fully digital onboarding — accounts opened and transfers authorized with a few e-signatures, most holdings moving over exactly as they are.
04
Active Management
We build and manage your portfolio — with ongoing research, tax-aware adjustments, and regular portfolio reviews as markets and your life evolve.
Already working with an advisor? We initiate the transfer with your former firm for you — no awkward phone call on your end — and most accounts move in-kind, exactly as they are. See how switching works →
Schedule a Private Portfolio Consultation
For investors seeking disciplined portfolio management,
tactical asset allocation, and long-term capital stewardship.
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⎯ Common Questions
Private Companies Investment Strategy FAQ
How is this different from investing in a private equity fund? A private equity or venture fund is a blind pool — investors commit capital before knowing what will be bought, accept multi-year lockups on the fund's schedule, and typically pay layered management and performance fees on top of any advisory relationship. This strategy works at the level of individual companies: each opportunity is diligenced on its own merits, participation is sized around your broader portfolio.
What is the Private Companies Investment Strategy? It is an Infinitus Wealth Management strategy that provides qualified investors access to privately held businesses positioned for long-term capital appreciation. The strategy focuses on companies with scalable operating models, attractive competitive positioning, and strong potential for sustained value creation, selected through in-depth due diligence on business fundamentals, management quality, growth visibility, and capital structure. Clients participate in specific, individually evaluated companies rather than an anonymous fund basket.
Where do the investment opportunities come from? Deal flow is sourced through professional relationships built over years — a network developed on Wall Street and through the Wharton School community, where founders and emerging companies regularly seek experienced, long-term capital. That access is a genuine differentiator in private markets, where the strongest opportunities are rarely advertised. Sourcing earns a company a review, never an investment: every opportunity is subjected to the same diligence standard regardless of how it reached us, and most opportunities reviewed do not become investments.
Who is eligible to invest in private companies? Private investments are generally available only to investors who meet specific eligibility standards under securities regulations — most commonly accredited investor status — and for whom the investment is suitable given their liquidity, time horizon, and overall financial picture. Eligibility and suitability are reviewed individually before any opportunity is presented. Any actual investment is made solely through the offering documents for that specific opportunity, which contain the complete terms and risk disclosures.
How liquid are private company investments? They are illiquid, and investors should plan accordingly. There is no exchange to sell into, holding periods are measured in years, and the timing of any liquidity event — an acquisition, a public listing, or a structured sale — is uncertain and outside our control. This is why private exposure is deliberately sized as a complement to a liquid core portfolio: your liquidity needs are met from the public-market side of your plan, so the private sleeve can be given the time that private value creation requires.
Can I combine this strategy with other Infinitus strategies? Yes. Most clients don't hold a single strategy in isolation — we frequently combine multiple Infinitus strategies into one cohesive portfolio built around your goals, risk tolerance, and time horizon. This strategy can be paired with more growth-oriented, income-focused, or conservative approaches to balance appreciation, stability, and cash flow in the proportions that fit you. The right blend depends entirely on your circumstances; we determine it together during the strategy review and adjust it over time as your needs change. Because we build everything from individual securities in an account you own, combining strategies is seamless and fully transparent.
What role should private companies play in a portfolio? For most clients, a satellite role — a deliberately sized allocation alongside a core of public-market strategies, calibrated to your liquidity needs, risk tolerance, and time horizon. Private markets can add exposure to innovative businesses at stages unavailable in public markets, along with a long-term ownership discipline that daily-priced assets don't demand. The right size depends entirely on your circumstances, and for some investors the right allocation is none at all. We determine that together during the strategy review.
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
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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, and past performance is not indicative of future results. The strategy objective described on this page is aspirational in nature; there is no assurance that the objective will be achieved. Graphics on this page are conceptual illustrations only — they do not depict actual or hypothetical performance of any Infinitus portfolio or investment and should not be relied upon as projections. Investments in private companies involve significant risks, including illiquidity, valuation uncertainty, restricted transferability, limited disclosure, business execution risk, and the possible loss of the entire investment. Private investments are generally available only to investors who meet applicable eligibility standards, such as accredited investor status, and only where suitable. Nothing on this page constitutes an offer to sell or a solicitation of an offer to buy any security; any such offer is made only through the definitive offering documents for a specific investment, which should be read in their entirety. This content is provided for informational purposes only and does not constitute investment, tax, or legal advice. Advisory services are offered only pursuant to a written advisory agreement.