Discipline Drives the Process. Finding Value is the Art.

Invest in Your Future

Institutional Investors

 

Bright Investments LLC® offers discretionary account management for institutional and private clients.  

Individual Investors

 

Bright Investments LLC® will develop a plan to help you achieve your short and long-term goals.

Our Investment Philosophy

We are value investors looking for promising, profitable mid-to-large capitalization companies.

We believe in our fiduciary responsibility to clients as the basis for all investment decisions.

We believe that greed and fear are the ruin of many investors, and we combat them with unemotional discipline, hard work, and an emphasis on honest intellectual inquiry.

We believe long-term returns are generated by identifying the difference between the value of an asset and its price. Identifying this difference requires a combination of “art” and “science” – of intuition developed from experience as well as rigorous systematic analysis.

We believe that clients are best served by companies that preserve a healthy culture. Culture is the foundation of the Bright Investments model and goals. We pursue a performance-based culture focused on achieving investment performance that will enable the goals of our clients and employees.

We believe it is important to align our interests with our clients. Our clients can be assured that we treat their capital no differently than we treat our own. As employee-owners, 100% of our public equity investments are invested alongside our clients.

To that end, performance is our passion.

We exist to protect and build our clients’ capital.

We are an independent 100% employee-owned firm. The mission at Bright Investments LLC® is to deliver financial performance to our clients while maintaining focus on our fiduciary duty to always put client needs ahead of our own. We are a fee-only registered investment advisor with two key goals:

  • 1. Achieve superior long-term total rates of return through fundamental research and disciplined investing.
  • 2. Create a culture that financially empowers our clients and employee-owners.
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Affiliations

auburn chamber
cfa institute
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opelika chamber
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Contact Us

Phone: (334) 321-2321
Fax: (334) 321-2883
info@brightinvestmentsllc.com

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Our Team

We are committed to making a positive impact in the lives of our clients.

Bright Investments, LLC® is a Registered Investment Advisor (RIA), registered in the states of AL, CO, FL, NJ and TN. More information about Bright Investments is available on the SEC's website here.

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Bright Investments LLC®

Phone: (334) 321-2321
Fax: (334) 321-2883

570 Devall Drive, Suite 303
Auburn, AL 36832

40 Burton Hills Boulevard., Suite 200
Nashville, TN 37215

3030 N. Rocky Point Dr. West, Suite 150
Tampa, FL 33607