Established in 2009, Infinity 8 Investments, LLC is an investment adviser registered with the State of California and is located in Sunnyvale, California. The Infinity 8 Investments, LLC wrap-fee program offers independent fee-based discretionary and non-discretionary investment management services to individuals, small business owners, trusts, special needs trusts, charitable remainder unitrust, corporations and business entities.
To achieve our client’s financial goals, fiduciary trust, and pursue business cycle investment opportunities with active asset allocation.
We believe the economy and the business cycle are core factors in developing and managing a long-term investment strategy. Since multiple opportunities and risks arise throughout the business cycle, we believe that your portfolio asset allocation strategy should be just as dynamic as the economy with each business cycle. Therefore, we do not practice rebalancing to static asset allocation models. Instead, Infinity 8 Investments practices an active asset allocation approach which adjusts as the economy navigates through each business cycle and when the economy is making its pivotal shift during each cycle's peak and bottom.
Our active asset allocation approach aims to deliver consistent long-term returns while attempting to minimize cyclical capital loss exposure by regularly evaluating key economic and stock, bond, and commodity market data to determine where the economy is along the business cycle. We then build and rebalance a portfolio using an asset allocation mix that we believe represents asset classes that have historically perform well, while limiting exposure to asset classes that have historically under performed. This process is repeated throughout each business cycle.
Sean Akiyama, Investment Advisor and Founder, Sean's first start in the financial services industry began at the National Bank of Fort Sam Houston on Kadena Air Force Base, Okinawa, Japan as an ATM clerk. This position often required transporting large blocks of cash with a K9 unit. He began investing while working his way through college. His financial services career officially began in 1993 at Merrill Lynch. Sean has reviewed and has given advice on hundreds of client portfolios, and he has experienced several industry shifting changes during the past twenty years. His investment product, market, and economic knowledge is an accumulation of ongoing personal research, experience gained while at Merrill Lynch, Fidelity Investments, Charles Schwab; and from past and present relationships with clients, financial and business professionals.
Throughout his career, Sean has always felt that servicing, advising and developing relationships was best achieved face-to-face. At Merrill Lynch Private Client Group he was responsible for developing a suitable investment plan based on the clients' financial plan findings. While at Fidelity Investments, he served as the branch fixed income coordinator and was responsible for evaluating clients' portfolios, retirement plans, and recommending suitable retirement income strategies. At Charles Schwab, Sean was responsible for servicing and guiding a client base of $300 million in assets and served as the Charles Schwab Advisor Network regional coordinator. Sean also provided branch level guidance and advice to Charles Schwab Private clients that preferred face-to-face relationships over call center based advisory relationships.
Sean is a graduate of the University of Hawaii at Manoa with a Bachelor's degree in Business Administration/ Marketing. Sean also holds the Chartered Financial Consultant designation
Client Base Mix
Discretionary Clients = 59% | Non-discretionary Clients = 41%
Risk Tolerance: Aggressive = 38% | Moderate = 35% | Conservative = 26%
Career Stage: Early to Mid-Career = 24% | Mid-Career to Pre-Retirees = 50% | Retirees = 26%
Fidelity Investments - Infinity 8 Investments, LLC has partnered with Fidelity Investments. Fidelity Investments serves as the client account custodian along with providing Infinity 8 investments, LLC operational, research, technology support services, and account data. Additional account data, account reporting, financial and portfolio planning, and investment research is provided through Morningstar Office services. Primary capital market, economic, industry, and company data and research is primarily gathered from Factset Research. Pacific Workplaces - Provides the firm with facility and office services.