Infinex Wealth Solutions is a comprehensive investment advisory program comprised of ETF and Mutual Fund wrap fee products. Our objective is to combine superior customer service and attractive long-term investment results all within a very competitive cost structure.
Advisor as Portfolio Manager
Infinex Client Advisory Account Program (ICAAP)
Fund Strategist Portfolios (FSP)
Separate Account Program (SMA)
Infinex Unified Managed Account
Target Allocation & Focused Income
Destinations Mutual Fund & Destinations ETF
Navigator Fixed Income Total Return Strategy
American Funds Active Core & Impact Portfolios
Globally Diversified Asset Allocation Models
Mutual Fund Models & ETF Models
Globally Diversified Tactical Allocation Models
Multi-Asset Portfolio & Tax-Managed
Structured & Tax-Managed
Disclosure: * Asset Allocation and diversification are methods of reducing risk. They do not assure a gain or avoidance of loss.
Bury Barbier is a Representative of and offers securities through INFINEX INVESTMENTS, INC., Member FINRA, SIPC, and an Investment Advisor Representative of INFINEX INVESTMENTS, INC. - (800) 218-2827 - 538 Preston Avenue, Meriden, CT 06450. Integral Capital Management, Inc. and INFINEX INVESTMENTS, INC. are affiliated entities.
Securities Offered through INFINEX INVESTMENTS, INC. Member *FINRA & SIPC, 538 Preston Avenue, Meriden, CT 06450 - (800) 218-2827. Integral Capital Management and INFINEX INVESTMENTS, INC. are not affiliated entities.
The information provided by the services and programs within this web site does not constitute a representation on the part of Bury Barbier and/or Integral Capital Management and/or INFINEX INVESTMENTS, INC. Please consult your Legal or Tax Advisor before acting upon any information presented herein.
The web site is not intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security or insurance product, nor shall any security or insurance product be offered or sold to any person in any jurisdiction in which such an offer, solicitation, purchase or sale would be unlawful under securities law of said jurisdiction. Registered Representatives may only conduct business with residents of the states for which they are registered. Please contact your INFINEX INVESTMENTS, INC. representative to request a prospectus. Investing involves risk, including the possibility of loss of principal. Please read the prospectus carefully before you invest.