INFRESH, INC.

Overview

Infresh, Inc. is an independent registered investment adviser operating as a corporation with individual ownership. The firm serves both individual and family clients as well as institutional relationships. Its core advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are flexible — the firm charges a percentage of assets under management and also offers hourly and fixed-fee engagements. Investment activity at Infresh is centered on equities, with exchange-traded public securities identified as the dominant asset class. The firm combines internally managed separate account strategies with access to third-party managers for alternative exposures. Infresh is not positioned as a dedicated capital allocator, but it does place client capital into external alternative managers when appropriate. The adviser does not flag itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices