Fifr

Overview

Fifr is an independent registered investment adviser serving individual and family clients with a focus on financial planning and discretionary portfolio management for individuals and small businesses. The firm operates under a fixed-fee billing model and manages client assets on a discretionary basis, which lets its advisors implement and rebalance portfolios without seeking client approval for each trade. The ownership is individual, and the adviser operates across multiple states. Investment activity centers on pooled public funds—mutual funds and similar collective vehicles—supplemented by targeted real estate exposure through third-party managers. That construction suggests the firm favors manager diversification and outsourced implementation for specialist areas (real assets), while using mutual funds as the primary public market allocation for equities and fixed income.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices