INSTITUTIONAL INVESTORS

Our clients are:

  • 401(k) Employer Plans
  • Pension and Profit-Sharing Plans
  • Endowments, Trusts, Estates and Charitable Organizations
  • Foundations and Universities
  • Family Offices
  • Other Corporations and Business Entities

Our Investment Strategy:

Bright Investments, LLC® offers discretionary account management for institutional and private clients.  Bright Investments, LLC® manages the account on the client’s behalf according to its investment strategy and philosophy, but clients are able to provide restrictions to Bright Investments, LLC® that allow greater customization than investing in a mutual fund or hedge fund product.

As a result of individual security ownership, separately managed accounts offer tax flexibility through tax gain/loss harvesting potentially reducing the tax impact of the portfolio. Furthermore, for financial planning purposes, individual portfolio positions may be gifted from a separately managed account. Clients should consult their professional advisors before making any tax or investment decisions. This information should not replace a client’s consultation with a professional advisor regarding their tax situation. Bright Investments, LLC® is not a tax advisor.

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