Infresh, Inc.

Overview

Infresh, Inc. is an independent registered investment adviser owned by an individual and serving both high-net-worth individuals/families and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee engagements, reflecting flexibility across advisory engagements. Infresh reports a preference for equity-oriented investing and is not identified as an active ESG investor or as a multi-state adviser. The firm does not operate as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices