A complete list of active advisors currently associated with BrightGuide Financial

Warmer can help you find a great advisor at BrightGuide Financial or one who fits your needs even better.

BrightGuide Financial primarily serves pooled and institutional accounts rather than a broad retail client base, providing discretionary portfolio management, financial planning, and referrals to third‑party investment advisers. The firm documents client objectives in Investment Policy Statements and implements tailored portfolios intended to match each client’s risk profile and time horizon. The firm’s investment process draws on fundamental, quantitative and technical analysis alongside principles of modern portfolio theory and a long‑term trading approach, using model allocations and documented discretionary authority. Investment vehicles described in the brochure include mutual funds, fixed income, ETFs (including precious‑metals focused ETFs), Treasury inflation‑protected securities, non‑U.S. securities, private placements and certain insurance products. Notably, BrightGuide is affiliated with an insurance business and its supervised persons are licensed insurance agents who may receive commissions for insurance sales, a conflict the firm discloses and says it manages via disclosure and periodic review. The firm also routinely selects and refers clients to third‑party advisers after conducting due diligence, reports having no assets under management at the reporting date, and requires clients to use its chosen custody/brokerage arrangements.

To learn more about the advisors currently working at BrightGuide Financial, 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.