Portfolio Management
Ongoing management of diversified investment portfolios aligned to client objectives.
Petaluma, California
Disciplined capital allocation for the long horizon.
REFA Investments, LLC manages and deploys capital across diversified strategies, built on research, risk control and plain reporting.
Request a Consultation| Metric | Value | Change |
|---|---|---|
| AUM Strategy Mix | 62/38 | +1.2% |
| Avg. Hold Period | 4.7 YRS | +0.3 |
| Target Volatility | 9.80% | -0.4% |
| Cash Reserve Ratio | 12.5% | +0.8% |
| Reporting Cadence | MONTHLY | — |
About REFA Investments
REFA Investments, LLC is engaged in investing activity not elsewhere classified — we allocate and manage capital across strategies on behalf of qualified clients, with a disciplined, research-driven process based in Petaluma, California.
We combine institutional-grade analysis with the responsiveness of an independent firm, reporting performance in terms clients can actually use.
Services
Capital Allocation Strategy
Structured allocation across asset classes based on risk tolerance and time horizon.
Risk & Volatility Analysis
Ongoing measurement and adjustment of portfolio risk exposure.
Private Placement Access
Evaluation and access to select private investment opportunities.
Performance Reporting
Clear, regular reporting on holdings, returns and benchmark comparisons.
Investment Advisory
One-on-one advisory sessions to align investment decisions with long-term goals.
Why Clients Choose REFA
01
Research-Driven
Every allocation decision is backed by documented analysis, not intuition.
02
Transparent Reporting
Monthly statements written to be read, not decoded.
03
Risk-Aware
Volatility targets are set and monitored for every strategy we run.
04
Independent
No proprietary products to push — our incentive is client performance.
Office Location
REFA Investments, LLC1800 Petaluma Blvd N
Petaluma, CA 94952-1959
+1 (325) 294-6644 · Yoren@refainvestments.lol
Frequently Asked Questions
What is the minimum investment to work with REFA?
Minimums vary by strategy; our advisors will outline options during your initial consultation.
How often will I receive performance reports?
Clients receive monthly statements plus quarterly reviews with their advisor.
Does REFA offer in-person consultations?
Yes, our Petaluma office hosts in-person meetings by appointment, alongside virtual options.
How is client data protected?
We apply industry-standard safeguards and comply with applicable state and federal privacy law, including the CCPA.
Request a Consultation
Privacy Policy
REFA Investments, LLC ("we," "us") respects your privacy. This notice explains what personal information we collect through this website — including name, email, phone number and message content submitted via our contact form — and how we use it.
We use your information only to respond to inquiries, provide requested investment information and, where applicable, deliver advisory services. We do not sell your personal information.
California Consumer Privacy Act (CCPA) Notice
If you are a California resident, the CCPA grants you the right to know what personal information we collect, to request deletion of that information, to correct inaccurate information, and to opt out of the sale or sharing of personal information. REFA Investments, LLC does not sell or share personal information as defined by the CCPA.
To exercise your rights under the CCPA or applicable state privacy law, contact us at Yoren@refainvestments.lol. We will not discriminate against you for exercising these rights.