A complete list of active advisors currently associated with Refresh Investments

Warmer can help you find a great advisor at Refresh Investments or one who fits your needs even better.

Refresh Investments serves individuals, family trusts, foundations, charities, and corporate sponsors with discretionary investment management and financial planning. Like many supported firms, it provides ongoing portfolio management and charges percentage-of-AUM advisory fees while also offering employee benefit plan advisory and limited hourly consulting. The firm builds custom investment policies using asset allocation and fundamental analysis and implements portfolios through direct management, sub-advisors, and separately managed accounts (SMAs). It also advises on held-away accounts and uses a third-party order management platform to coordinate employer‑sponsored retirement accounts without taking custody of those assets. Refresh Investments is notable for a small advisory team managing a concentrated client base with relatively large account sizes and for a principal with multi‑decade institutional experience and professional credentials (CFA, CPA, MBA). The firm documents and mitigates operational risks tied to third‑party data aggregators, conducts due diligence on sub‑advisors, and offers formal fixed‑fee financial planning that can be integrated with investment services for larger households.

To learn more about the advisors currently working at Refresh Investments, 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.