Infinite Wealth Fund specializes in alternative investments across high-growth sectors such as real estate, oil and gas, mortgage notes, and fixed-income funds. Our strategic approach delivers consistent, uncorrelated returns to help investors achieve their financial goals.

Our fund is open exclusively to accredited investors, as defined by the SEC. Accredited investors meet specific income or net-worth requirements, ensuring they have the financial sophistication to evaluate and participate in private investment opportunities.

An accredited investor is an individual or entity that meets certain financial criteria established by the U.S. Securities and Exchange Commission (SEC), allowing them to invest in private securities offerings that are not registered with the SEC. The designation ensures that such investors have sufficient financial sophistication, resources, and the ability to bear the risks associated with investing in these opportunities.

Criteria for Individuals:

To qualify as an accredited investor, an individual must meet one or more of the following:

• Income Test: Earned an income exceeding $200,000 in each of the last two years (or $300,000 combined with a spouse or spousal equivalent) and expects the same for the current year.

• Net Worth Test: Has a net worth of over $1 million, either individually or jointly with a spouse, excluding the value of their primary residence.

• Professional Certifications: Holds certain financial licenses, such as a Series 7, Series 65, or Series 82 license.

• Knowledgeable Employees: Works in an executive or decision-making role for a private fund and has knowledge of its investment strategies.

  Criteria for Entities:

  Entities can qualify as accredited investors if they meet criteria such as:

• Assets: The entity has total assets exceeding $5 million (e.g., corporations, partnerships, trusts).

• Ownership: All equity owners of the entity are themselves accredited investors.

• Institutional Investors: Certain institutions, such as banks, investment companies, or insurance firms, qualify automatically.

Unlike traditional pooled investments, Infinite Wealth Fund offers a flexible, customizable investment model. Investors can allocate their capital to specific opportunities that align with their goals, allowing for a tailored, diversified portfolio.

While returns can vary based on individual investments, our focus on diversified, high-growth sectors aims to deliver consistent income, dividends, and long-term capital appreciation. We prioritize transparency and provide detailed performance updates.

We employ a rigorous due diligence process, analyzing market trends, risk profiles, and return potential for each opportunity. Our experienced team ensures that only the most promising and well-vetted investments are included in our portfolio.

Investors have access to a secure investor portal where they can monitor their investments, review performance updates, and manage their accounts with ease. The portal also provides important documents, including K-1 tax statements.

Infinite Wealth Fund operates transparently regarding fees. While there are no asset management fees for unallocated capital, specific investment opportunities may include fees for due diligence, deal sourcing, and management, all of which are disclosed upfront.

Yes, the minimum investment required to participate in Infinite Wealth Fund is $25,000. This ensures that our investors are committed and aligned with the goals of the fund.

The liquidity of investments can vary depending on the specific opportunity. Some investments are long-term and illiquid, while others may generate consistent cash flow or allow for periodic withdrawals. Liquidity details are provided for each opportunity.

Our community includes accredited investors such as high-net-worth individuals, business owners, professionals, and family offices seeking to diversify their portfolios and access premium investment opportunities.

We employ a disciplined approach to risk management through diversification, thorough due diligence, and active monitoring of all investments. By investing across multiple asset classes, we aim to mitigate risks and provide stable returns.

Income is generated through a combination of dividends, interest payments, capital gains, and cash flow from underlying investments. These returns are distributed to investors in accordance with each investment’s performance.

The process is straightforward: accredited investors can register through our secure platform, complete the necessary compliance requirements, review investment opportunities, and allocate their capital to investments that align with their goals.

Infinite Wealth Fund is managed by Infinite Wealth Collective, LLC, led by experienced professionals Drew Roberts and Tracey Gore. With a combined background in real estate, capital management, and diversified investments, the team is dedicated to delivering results.

We prioritize investor transparency through regular performance updates, detailed disclosures for each opportunity, and open communication. Our investor portal provides 24/7 access to account details, investment summaries, and financial reports.