A complete list of active advisors currently associated with Infresh, Inc.

Warmer can help you find a great advisor at Infresh, Inc. or one who fits your needs even better.

Infresh, Inc. provides fee-based investment advisory and financial planning services to individuals as well as pension and profit‑sharing plans, managing approximately $62.4 million in discretionary assets for about 116 clients. Its offerings include discretionary portfolio management, an automated ETF‑based investment program, and employer pension consulting services. The firm’s investment approach emphasizes a tactical allocation strategy that incorporates fundamental, technical and cyclical analysis and uses long‑term security holdings alongside tactical reallocations to address risk and performance objectives. Infresh manages custom portfolios across securities (stocks, mutual funds, ETFs, options, municipal and U.S. government securities) and operates an automated program via Schwab Performance Technologies’ Institutional Intelligent Portfolios® platform with automated rebalancing and optional tax‑loss harvesting. Compared with many peers, Infresh combines individualized discretionary management with formal pension consulting for plan sponsors—covering fiduciary compliance, recordkeeping, and employee communication—and relies on third‑party technology providers that include artificial intelligence or machine‑learning components, conducting periodic vendor due diligence to mitigate related risks. The firm recommends specific custodians (Motif Investing/Pershing and Charles Schwab), discloses an insurance‑agency referral arrangement, and does not accept proxy‑voting authority for client accounts.

To learn more about the advisors currently working at Infresh, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.