We are fiduciaries, meaning we act in your best interest putting your needs first at all times. We avoid conflicts of interest and incentives that could affect our ability to give you objective advice. Because we are independent, we are not tied to any specific financial company or investment strategy and do not offer proprietary products.
Your investment portfolio is constructed after an extensive analysis of your risk tolerance, investment objectives and time horizon. We use several resources to research securities and investment strategies that are included in client portfolios. Portfolios are monitored and rebalanced when appropriate. We assess the impact of taxes on client portfolios, the need for income and any other client objectives.
“Not everyone wants to know how the clock is built, but at Infinity Wealth Alliance, we strive to make sure that everyone knows what time it is.” - Luther Hagen