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 provides fee-based investment advisory and financial planning to individuals and to employer-sponsored retirement plans, including pension and profit-sharing plans. The firm delivers discretionary portfolio management, an automated ETF-based investment program with automated rebalancing and optional tax-loss harvesting, and consultative financial planning and pension consulting services. The firm follows a tactical asset-allocation strategy intended to reduce risk and increase performance, constructing portfolios with mutual funds, ETFs, exchange-listed securities, cash positions and, on occasion, options such as long-dated calls (LEAPs). Infresh combines fundamental, technical and cyclical analysis to shape allocations and applies ongoing portfolio customization and rebalancing to align with client objectives. Infresh is notable among similarly sized independent advisors for offering pension consulting and implementation work—evaluating fiduciary compliance, recordkeeping and third-party administration, investment policy and employee communication and education—and then implementing and monitoring sponsor-approved recommendations. The firm also combines bespoke discretionary management with an automated program and selective options use, a mix that is less common among peers, and manages roughly $62.4 million across about 116 client relationships.

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.