Infinium Investment Advisors, LLC

Infinium Investment Advisors provides discretionary investment management, financial planning, retirement plan consulting, and participant education to individuals, high‑net‑worth clients, employee‑sponsored retirement plans, institutions, trusts, and estates. The firm operates as a fiduciary and begins advisory relationships after an executed Investment Management Agreement.

The firm’s investment process centers on asset allocation guided by modern portfolio theory and uses equities, ETFs, mutual funds, options and alternative investments (including managed futures and occasional leveraged ETFs) organized into model sub‑portfolios such as aggressive growth or dividend income and separate taxable and tax‑exempt bond sleeves. Infinium combines fundamental and technical analysis with independent research resources (including Fidelity research and Morningstar) and actively adjusts cash exposure to manage market volatility.

Noteworthy details in the brochure include a reported $131,412,596 in regulatory assets under management with $0 noted as non‑discretionary, and the use of third‑party platforms such as Pontera to manage held‑away participant accounts on a discretionary basis while avoiding custody. The firm also relies on outsourced administrative and reporting technology for quarterly performance evaluations, provides periodic client education materials and participant seminars, and discloses a formal Reg S‑P incident response program to safeguard client information.