Investing for the Common Good
Pursuing value creation for all stakeholders
Bright Portfolios is an independent, boutique investment management firm partnering with financial professionals, consultants, and institutions.
Our investment philosophy and process is rooted in the idea that the companies pursuing stakeholder value creation will provide superior long-term returns for shareholders. We call it Investing for the Common Good.
Our Strategies
Focused Equity
Comprised of individual large-cap stocks and available as a separately managed account (SMA) or exchange traded fund (ETF)
Diversified Equity
Comprised of equity exchange traded funds (ETFs) and available as a separately managed account (SMA)
Fixed Income Ladder
Comprised of individual bonds and available as a separately managed account (SMA)
Diversified Fixed Income
Comprised of fixed income exchange traded funds (ETFs) and available as a separately managed account (SMA)