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Learn more about the support services Infinex offers to make your retail investment program a success. |
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No other third-party marketer offers as many benefits as Infinex.
Click here for more. |
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Infinex offers a variety of investment advisory and financial planning services to meet our clients’ diverse financial needs and objectives. We offer several managed account programs through Lockwood, one of the country’s leading money management firms. Through these programs, specific investment “styles” within a customer’s portfolio are managed by name-brand investment management firms, while the overall account is monitored and managed by the Infinex representative. We also offer a mutual fund asset allocation program through FundQuest, a leading provider of mutual fund “wrap-fee” programs.
For
clients who need help in planning their financial needs, we also offer customized financial planning services. Our proprietary financial planning modules can be tailored to a client’s overall financial objectives or to meet a client’s specific goal, such as funding a child’s college education. We also provide our customers with access to several leading trust service providers and can assist our clients in all facets of their estate planning needs and objectives.
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