A complete list of active advisors currently associated with Spotlight Investment LLC
Warmer can help you find a great advisor at Spotlight Investment LLC or one who fits your needs even better.
The firm serves individual clients with comprehensive financial planning and consulting and provides non-discretionary portfolio management. Financial planning topics documented in the brochure include retirement, succession, education, legacy, tax, insurance, cash flow and business exit planning, and clients may impose investment restrictions on their accounts. The firm’s investment process combines fundamental analysis with portfolio construction techniques such as Modern Portfolio Theory, factor investing and risk‑parity, and it uses backtesting and Monte Carlo simulation as inputs. Asset management is delivered on a non‑discretionary basis—transactions require prior client approval—and the firm may utilize margin, options and other derivatives strategies in client accounts where appropriate. Compared with many solo independent advisers, the firm’s explicit use of borrowing and derivatives in managed accounts alongside a primarily non‑discretionary model is atypical; the brochure also notes the firm is not registered as a commodity pool operator or commodity trading advisor. The principal maintains a separate engineering contracting business and the firm documents periodic (quarterly) account reviews and client‑tailored financial plans.
To learn more about the advisors currently working at Spotlight Investment LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Boston, MA
| 6
|
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