THE INFINEX ADVANTAGE
AN OWNERSHIP STRUCTURE THAT WORKS FOR YOU...
Infinex is owned by 4 state banking associations (Connecticut, Massachusetts, Virginia, and Ohio) and by a group of nearly 40 banks, with no dividend distributions. This partnership gives Infinex the freedom to focus on the needs of our financial institutions, rather than on the demands of shareholders or private investor groups.
A COMMITMENT TO FINANCIAL INSTITUTIONS...
For over 25 years, Infinex has provided investment, insurance, and wealth management services to financial institutions and their clients. Bottom line: the demands of bank and credit union based investment programs are far different than those of an independent program, especially in the current climate. We understand the challenges you face and have the team and technology required to drive revenue.
RESOURCES & SUPPORT STRUCTURE TO DRIVE REVENUE...
Infinex’s ownership provides the autonomy to continuously assess the needs of our financial professionals and invest accordingly. This means our programs receive high payouts and low fees, along with resources and support not available at other broker-dealers. Your success is our number one priority and the relationships we build with our financial professionals reflect how much we value you and your practice.
A PREMIER SERVICE EXPERIENCE...
Stephen Amarante, our President and CEO, prides himself on Infinex’s unwavering commitment to serving the interests of our financial institutions. Every day, our entire team strives to deliver an experience unlike anything you will find at other broker-dealers. No matter what a program’s size or its book of business, our service methodology promotes productivity so that financial professionals can remain focused on what truly matters most: their clients.
INFINEX'S MONTHLY REMINDERS
Are you considering switching broker-dealers?
Do you wonder how a more personalized broker-dealer experience could help you drive revenue?
Whether you are actively looking for a new BD or are simply curious about your options, sign-up for our monthly emails. Don't worry! We won't send you endless notifications. We distribute monthly whitepapers, resources, and reminders on how Infinex's team can help you grow your investment program.
Audience Note: These monthly emails are not intended for retail investors.