REFRESH INVESTMENTS

Overview

Refresh Investments operates as an independent, individual-owned registered investment adviser serving individual and family clients. The firm’s advisory offering centers on financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are flexible—Refresh Investments charges a percentage of assets under management and supplements that with hourly and fixed-fee engagements when appropriate. Investment activity leans toward public funds as the core building block of client portfolios, with manager allocations that appear to favor pooled mutual fund and ETF strategies for broad market exposure and efficiency. The firm supplements those core holdings with third-party alternative managers to add diversification and income generation. Refresh Investments is not described as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices