planning

Strategy & Planning

Your dedicated advisor specializing in building custom plans to fit your life.

technology

Simplistic Technology

Fresh Bread delivers applications and reports you'll love to open, not dread to decipher.

pricing

Straight Forward Pricing

Pay only one quarterly fee and we will cover everything else.

We provide investment
management and financial planning services to individual investors at straight forward pricing.

Fresh Bread Investments LLC is a Registered Investment Advisor built on modern technology for the modern client.

Partnered With a Winning Team

Fresh Bread proudly utilizes Interactive Brokers as its Custodian and Broker.

AWARD WINNING PLATFORM & SERVICES

2020 Benzinga
Best Trading Technology

#1 Professional Trading
#1 Offering of Investments

#1 Best Online Broker
5 out of 5 stars

4.6 out of 5 stars
Overall

Best Broker for
Low-Cost Investing

Modern Technology That Matters

An Experienced Advisor equipped with sharp tools

With a fully integrated tech stack, Fresh Bread is able to solve complex problems while providing the highest level of compliance and security.

Process

Services & Pricing

Asset Management Services

Your personal portfolio manager-
Tailoring your accounts to your needs with individual securities for tax efficiency and longevity.

Financial Planning Services

We offer hourly Financial Planning
Services by the half hour.

Advice on Held Away Accounts

Asset Advisement Services are primarily reserved for clients that maintain assets at outside brokerage firms

helpful info

Learn As You Grow

Informative short videos to help you towards your goals

Our mission is help people build truly customized portfolios from scratch.

Look Tyler up on the Investment
Advisor Public Disclosure sec.gov website

Fresh Bread Investments, LLC is a Registered Investment Advisor firm acting always as a fiduciary. 

Tyler Ares

Chief Investment Officer / President
tyler@freshbreadinvest.com

Tyler J. Ares serves as President and Chief Investment Officer at Fresh Bread Investments. He is responsible for the firm’s overall operation and management of client portfolios.

Mr. Ares is in his 19th year as a professional investor. Previously, he held the role of Senior Investment Adviser at Joseph Gunnar & Co, a FINRA Broker/Dealer, and SEC Registered Investment Advisor Firm in lower Manhattan. Simultaneously, Tyler held the role of General Partner at the firm’s corresponding venture capital fund(s), Buttonwood Group Advisors. As GP of several funds, he helped lead a series of private investments in Facebook, Twitter, AirBnB, Pinterest, Marqeta, and more.

Prior to this, Tyler was working in London, New York, and Miami as Managing Director of Aegis Capital’s International Client Group, covering UHNW and Institutional clients worldwide. Mr. Ares attended Baruch College in Manhattan, where he studied Economics and Physics. Starting his life in Silicon Valley, Tyler was an early adopter of computers. His family later moved to New York, where he finished school and started his career. Today, he resides in Weston, FL with his wife Rachel, and their two children. Together, they seek to have a positive impact with their various community efforts.

Services and Fees info

Services and Fees

Asset Management Services

Your personal portfolio manager tailors your accounts to your needs with individual securities for tax efficiency and longevity. Fees are shown in the annual rate and are charged quarterly.

Financial Planning Services

In addition to our interactive Financial Planning platform, we offer hourly financial planning services both virtual and in person.

Advice on Held-Away Accounts

Asset Advisement Service provides asset management for your accounts held at other firms.