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“There are two important steps to growing your portfolio: 1) creating a hyper-accurate blueprint, and 2) implementing a smart investment strategy with discipline”

PLAN FOR SUCCESS

We all know someone who seemingly achieves great accomplishments with no plan in mind. If only we could count on luck and good fortune when it comes to growing portfolios!

One of the biggest mistakes we see people make is a failure to build a comprehensive financial model and use it to make financial and life decisions. A well-constructed financial plan provides certainty and substantially increases the odds of success.

 

OUR FINANCIAL PLANNING PROCESS

1

We ask "Where are you today?"

2

We crunch your numbers and create a blueprint

3

We modify your blueprint as your situation changes

INVEST WISELY

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Q:  How do the largest University endowments grow their billion dollar portfolios?

A:  Ironically, they play Defense first and win by not losing.

in 1985, a young and ambitious Wall Streeter by the name of David Swenson took the helm of Yale University's endowment fund, which at the time was worth a mere $1 billion in value, and revolutionized how large pools of money are invested. At the time, the endowment accounted for roughly 10% of Yale's annual opertaing budget.

Fast forward to today, and proceeds from the Swenson-led endowment cover more than 33% of Yale's budget and is valued at more than $25 billion! There can be little doubt in Swenson's success when it comes to portfolio management.  His revolutionary investment techniques are the groundwork that guides us in our Investment Management work. 

Our Investment Management Process

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1) A portfolio with true disversification

To win the risk/reward game you need to invest in a variety of asset types that are unrelated to one another. We call this 'low-correlation,' and it is the most basic and important premise to building portfolios that win for our clients. When you have real diversification in your portfolio you avoid the big losses that hamper most investors.
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2) select out-performers

Today, buying low-cost indexes that match the stock market are all the rage. Like many investsing fads, too much of a good thing is destructive. In our research and experience, active managers can beat their respective benchmarks in the short-term. The key is to find managers who are winning and hold them until they start to lose.
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3) Trim under-performers

Many financial advisors have a strategy to buy investments, but they do not have a strategy for selling their investments. This is precisely the time you need a disciplined investment process the most.  At Infinium, we have a clear process for trimming our underperformers and optimizing the risk and return in our portfolios.
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# of Different Asset Classes in the Yale Endowment
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3
Average # of Asset Classes in an Individual's Portfolio
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235
Financial Plans Completed
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# of Strategies within Infinium's Growth Model Portfolio
Infinium Advisors

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