A complete list of active advisors currently associated with Bright Asset Management

Warmer can help you find a great advisor at Bright Asset Management or one who fits your needs even better.

Bright Asset Management provides investment supervisory services and financial consulting to individuals, high net worth individuals, families, trusts, and estates. Services include portfolio management, retirement and college planning, estate planning coordination, tax management, and targeted financial consulting on discrete matters. The firm uses a dynamic, tactical asset allocation approach that can include domestic and international equities, tax-free and taxable bonds, tactical investments, REITs, closed‑end funds, hard assets, ETFs, mutual funds, and individual securities. Investment analysis combines fundamental, technical, and economic/cyclical methods, and strategies are implemented on both discretionary and non‑discretionary bases with plans tailored in consultation with clients and their other advisors. Noteworthy aspects relative to many peers include managing roughly $62.8 million in discretionary assets for a small client base while offering retainer arrangements to monitor outside accounts (such as 401(k)s, deferred compensation, and trust accounts) and providing complimentary, focused financial consulting. The firm also discloses being named as trustee or co‑executor in several clients’ estate documents and routinely coordinates with clients’ attorneys and accountants, which can extend the adviser’s role beyond typical investment management.

To learn more about the advisors currently working at Bright Asset Management, 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.