Bright Asset Management

Overview

Bright Asset Management is a small, independent registered investment adviser operating as a limited liability company that focuses on fee-based wealth management for individuals and families. Its advisory work centers on financial planning and discretionary portfolio management for individual and small business clients. The firm favors equity-oriented allocations and deploys client assets primarily through exchange-traded equities, supplemented by mutual funds and selected alternative exposures. Bright Asset Management manages client portfolios on a discretionary basis and charges fees as a percentage of assets under management. The firm’s client mix and product choices indicate a traditional wealth-management approach: high active equity exposure, core use of brokerage custodians, and selective use of third-party alternative managers for non-correlated or income-producing exposures. Bright Asset Management does not identify as an ESG-driven manager and is not positioned as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices