Investment Tools We Use
Infinity Financial: A San Francisco Bay Area Investment Firm
At Infinity Financial Services, we base our recommendations on sound investment strategies and well-researched opportunities. In formulating our financial plans and investment recommendations, we utilize several power tools including:
Morningstar Principia is one of the most widely used resources in the financial planning industry. With a powerful research database that includes mutual funds, stocks, variable annuities, closed-end funds, and separate accounts, we can conduct advanced research and analysis, monitor portfolios, and propose investment strategies. Principia’s portfolio tools help diagnose weaknesses, illustrate portfolio statistics, and monitor investment plans over the long term.
Value Line is a research company that collects data and analyzes the performance of approximately 8000 stocks, 13,000 mutual funds, 80,000 options, and other securities. With 75 years in the business and one of the largest research staffs of investment analysts and statisticians in the world, Value Line is one of the most trusted and prestigious names in the investment field. Their independent, objective, and unbiased approach has made their name synonymous with trust, reliability, accurate information, and proven performance for investors. The company is best known for The Value Line Investment Survey, one of the most widely read investment services in the world. In reference to Value Line, Warren Buffet has stated, “I don’t know any other system that’s as good.”
MarketGrader.com is a quantitative system that analyzes publicly traded companies based on a strict fundamental analysis and is useful in helping us identify opportunities based on pricing imperfections in the stock market.
Infinity Financial Services has access to a database of quarterly and annual financial reports filed by US-listed public companies, as well as their historical stock prices. This data is converted into financial ratios and analyses used to measure every company’s financial health and overall business performance.
