Infinex has the product offerings to help provide your clients with viable choices for every stage of their lives. We offer a full range of investment, insurance, and wealth management products and services. 

Investment and Insurance Products and Services

Wealth Management

  • Estate and Business Succession Planning
  • Fee-Based Advisory Products
    • BNY Mellon Wealth Management:  Provides wealth management services to high net worth individuals, families, endowments, and foundations.  BNY Mellon offers expertise across all asset classes and specialties including:  equity, fixed income and alternative investments.
    • Envestnet/PMC:  Creates and manages asset-allocated mutual fund and ETF strategies based on its ongoing manager research and due diligence.  These strategies include several model portfolio offerings as well as unified managed accounts and separately managed accounts.
    • Infinex WealthSelect:  WealthSelect is a comprehensive wrap fee investment advisory program comprised of several asset allocation models utilizing well-diversified ETF index fund and mutual fund model portfolios researched and managed by Infinex Wealth Management.
    • Lockwood Investment Services:  Offers multiple fee-based investment solutions all grounded in the same disciplined investment philosophy.  These solutions include:  separately managed accounts, mutual fund/ETF wrap accounts, discretionary unified management accounts and discretionary mutual fund/ETF wrap accounts.

Supporting your Client’s Life Dreams

Infinex offers access to unbiased, independent research and advice aligned with your clients'
financial goals.