Blue Infinitas Capital, LLC

Blue Infinitas provides ongoing, discretionary portfolio management primarily for individual and high-net-worth clients, creating an Investment Policy Statement for each account and managing allocations across equities, ETFs, mutual funds, and fixed income. The firm also provides advice for retirement accounts and may manage trusts, with custody and reporting arrangements handled through a designated custodian.

The firm’s investment approach emphasizes fundamental analysis inspired by Warren Buffett and Charlie Munger, seeking quality companies with sustainable cash flows for long-term holding while using ETFs (including precious-metal ETFs), non-U.S. securities, and fixed income to diversify. Trading is generally discretionary, with documented risk tolerances and periodic portfolio monitoring tied to each client’s stated objectives.

Noteworthy aspects include the firm’s explicit fiduciary handling of retirement plan accounts and its potential to act as trustee for client trusts, situations that can create limited custody responsibilities uncommon at firms of this size. The brochure also specifies use of a single, named custodian and describes formal allocation policies for scarce opportunities (such as IPOs), reflecting structured trade allocation practices despite a small client base.