Investment Strategies · Infinitus Wealth Management
U.S. & Global Bonds Strategy
Investment management in Nashville
The U.S. & Global Bonds Strategy provides diversified fixed-income exposure for investors seeking income, portfolio stability, and global diversification. We construct globally diversified bond portfolios spanning sovereign, agency, and corporate issuers across developed and emerging markets.
Strategy designed and managed by Erik James Roberts, MBA — Founder & Chief Investment Officer, Infinitus Wealth Management. Wharton MBA · Fee-only fiduciary.
⎯ Strategy Philosophy
Why Global Fixed-Income Diversification Strengthens a Portfolio
U.S. and global fixed-income markets offer opportunities to enhance portfolio diversification and income potential that a domestic-only bond allocation cannot reach. Different regions move through their own economic cycles, interest rate trends, and monetary policies — and those differences create attractive opportunities beyond the U.S. bond market for investors willing to look for them.
When one central bank is raising rates while another is cutting, or when one economy is slowing as another accelerates, bonds across those regions behave differently. Holding a globally diversified mix means the portfolio is not tethered to a single rate cycle or a single economy's fortunes. That is the quiet strength of global bond investing: income drawn from many sources rarely all comes under pressure at once.
Our approach focuses on disciplined credit evaluation, interest rate awareness, and broad diversification — assembling a portfolio of sound issuers whose combined income can support stability across changing market conditions.
⎯ Investment Focus
What We Look for in a Global Bond
Every position begins with credit research on the specific issuer. We are not buying a bond index or a fund wrapper — we are evaluating individual bonds, one issuer at a time, against a demanding standard. The portfolio emphasizes bonds that demonstrate:
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Strong credit quality and sound issuer fundamentals
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Attractive income potential relative to the risk taken
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Diversification across countries, sectors, and issuers
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Exposure to varying interest rate environments and monetary cycles
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Structures aligned with long-term income and stability objectives
Investments may include sovereign bonds, agency bonds, corporate bonds, and other fixed-income securities — each selected on its creditworthiness and the role it plays in the portfolio, rather than to fill a regional quota.
⎯ Portfolio Approach
How the Global Bond Portfolio Is Constructed
The strategy is built through careful analysis of credit quality, global economic conditions, and interest rate trends. Geographic and sector allocations are guided by opportunity, diversification benefits, and risk considerations — not by a fixed regional formula that owns a set slice of every market regardless of what it offers.
Two portfolio-level levers shape the strategy's stability. Duration — a portfolio's sensitivity to interest rate moves — is managed deliberately, since bond prices fall when rates rise and a portfolio's duration determines how sharply. Currency exposure is managed as part of construction as well, because a foreign bond's return to a U.S. investor depends on exchange rates as much as on the bond itself. Handling both alongside credit selection is what lets a global portfolio pursue income without importing risks it was never meant to carry.
Because every portfolio is separately managed in your own account, construction also reflects your individual circumstances — your income needs, existing holdings, and risk tolerance — rather than forcing your capital into a one-size-fits-all bond fund.
⎯ Risk Perspective
Managing Interest Rate, Credit, and Currency Risk
Global bonds are subject to risks including interest rate movements, credit risk, currency fluctuations, and regional economic conditions. The strategy manages these through diversification, an emphasis on quality issuers, and disciplined portfolio construction. Each risk is addressed on its own terms: credit risk through issuer research and quality selection, interest rate risk through duration management, and currency risk through deliberate exposure decisions rather than leaving it to chance.
Diversification is the connecting thread. Spreading exposure across countries, sectors, and issuers means no single default, rate move, or currency swing determines the portfolio's outcome. Bond values can still fluctuate with market conditions, and no strategy can eliminate risk — but a well-diversified, quality-focused global portfolio is built to keep generating income across a wide range of environments.
⎯ The Infinitus Difference
Global Bond Investing with Individual Bonds
Most investors who want global bond exposure are handed a bond fund or ETF — a wrapper holding hundreds of positions nobody at the firm has individually researched, with a perpetual average maturity that never matures, embedded fees, and no transparency into what is owned. We take the opposite approach: a portfolio of individually selected bonds, each credit-researched and owned for a specific reason, held directly in your own account.
Because you own individual bonds, you can see exactly what you hold and, where applicable, when each matures. Because the portfolio is separately managed, duration, currency, and sector decisions are tailored to your circumstances rather than a fund's shareholders. And because our Founder & Chief Investment Officer makes every credit decision directly, the person managing your capital is the same person you speak with. As a fee-only independent fiduciary, we are compensated only by the transparent advisory fee our clients pay us — no commissions, no bond markups, no products.
⎯ Objective
The Goal of the Strategy
To provide diversified income and portfolio stability by investing in a broad range of global fixed-income securities — supporting long-term income generation and risk-managed diversification.
Within a broader portfolio, the U.S. & Global Bonds Strategy often serves as the diversified fixed-income core. Clients frequently pair it with our Tax-Exempt Municipal Bond strategy for tax-efficient income, with Dividend Income Growth for equity income, or with our Stable Value Equity and growth strategies to balance income, stability, and appreciation in the proportions that fit their goals.
⎯ Getting Started
From First Call to Fully Invested.
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Discovery Call
A no-pressure conversation about your goals, holdings, and what you want your wealth to do — by phone, video, or in person.
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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.
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Onboarding
A fully digital onboarding — accounts opened and transfers authorized with a few e-signatures, most holdings moving over exactly as they are.
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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.
Confidential discussion
No Obligation
Direct conversation with Founder & Chief Investment Officer
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⎯ Common Questions
U.S. & Global Bonds Strategy FAQ
What is the U.S. & Global Bonds Strategy? It is a fixed-income strategy from Infinitus Wealth Management in Nashville providing diversified exposure across sovereign, agency, and corporate issuers in developed and emerging markets. The portfolio holds individual bonds selected through our own credit research and held directly in your account, seeking income and portfolio stability from a globally diversified mix rather than a single domestic rate cycle.
Why invest in global bonds instead of only U.S. bonds? Different regions move through their own economic cycles, interest rate trends, and monetary policies. Holding a globally diversified mix means the portfolio is not tethered to a single rate cycle or economy — when one central bank is tightening while another eases, bonds across those regions behave differently. That diversification can enhance income potential and support stability, since income drawn from many sources rarely all comes under pressure at once.
How does the strategy manage interest rate and currency risk? Interest rate risk is managed through deliberate duration positioning, since bond prices fall when rates rise and a portfolio's duration governs how sharply. Currency risk is managed through deliberate exposure decisions, because a foreign bond's return to a U.S. investor depends on exchange rates as well as the bond itself. Credit risk is managed through issuer research and a quality emphasis. These techniques manage risk; they cannot eliminate it, and bond values still fluctuate.
What types of bonds does the portfolio hold? Investments may include sovereign bonds, agency bonds, corporate bonds, and other fixed-income securities across developed and emerging markets. Each is selected on its creditworthiness and the role it plays in the portfolio, rather than to fill a regional quota. Emerging-market exposure, where included, is selective and driven by individual credit quality and opportunity.
Do you use individual bonds or bond funds? Individual bonds — never bond mutual funds, rarely ETFs. Portfolios are built from bonds selected through our own credit research and held directly in your account at Altruist, our custodian. You can see exactly what you own, versus a fund's opaque, perpetually rolling holdings. This also lets duration, currency, and sector decisions be tailored to you rather than a fund's shareholders.
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 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.
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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. Advisory services are offered only pursuant to a written advisory agreement.