BrightAdvisor® Company Profile, Contacts & Intelligence

BrightAdvisor® Overview

Active Portfolio Management ✔ Financial Planning ✔ Hedge Fund ✔ Crypto Portfolios ✔ Secure Leveraged Compounding ✔ Infinite Banking ACTIVELY MANAGED PORTFOLIOS Our aim is to create actively managed and diversified portfolios that earn favorable investment returns while reducing volatility and risk according to the parameters of each client's chosen investment model. ✓ We work to achieve strong performance over multiple market cycles, using specifically selected market sectors, and relying on the application of a proven actively traded momentum model investment process that is consistently applied for managed equities. ✓ We adhere to an investment philosophy that values both vision, discipline, diversification, and favors an actively traded investment approach. We do not believe that long-term goals can be met by chasing short-term results. Instead, we focus on the larger picture while remaining mindful of the current environment. ✓ RISK AWARENESS - Investors must take risk to generate returns. Deciding how much risk to take, which risks to take, and monitoring those risks is extremely important. ✓ DIVERSIFICATION - All portfolios are strategically balanced among domestic and foreign stocks, bonds, cash, and other investment classes to reduce the risk of drastic changes in the market, while providing opportunities for growth. ✓ ACTIVE MANAGEMENT - A professional trading team is watching your equity accounts and making adjustments monthly. The team is working to reduce risk and increase gains. ✓ TAX AWARENESS - Taxes can take a big bite out of your investment returns. Effective asset location, tax-loss harvesting strategies and a low-turnover approach can help boost your bottom line and keep more of what you earn. ✓ COST EFFICIENCY - Excessive fees can drag down investment growth over the long term. Studies have shown that funds with lower fees have been better predictors of higher long-term returns. 602-497-0277 | brightadvisor.com

Headquarters

16930 E Palisades Blvd

Website

www.brightadvisor.com

Industry

Financial Services

Founded

2017

NAICS

Finance and Insurance, Monetary Authorities-Central Bank

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BrightAdvisor® Workforce Composition

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