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Asset Management
Each client has unique needs and objectives. At Bright Asset Management, we have the ability to customize a savings and investment program that best meets your particular needs and circumstances. We draft a detailed investment policy statement which describes the guidelines, objectives, limitations, and asset allocation strategies for your various accounts. We tailor a savings and investment program based on your individual goals and tolerance for risk. We will also coordinate not only assets managed by us, but also those assets held outside of Bright Asset Management, including but not limited to, 401k plans, 529 plans, trust accounts, defined benefit plans, and deferred compensation plans. By monitoring all of your assets, we can help maintain consistent and productive strategies for all your accounts, helping to achieve your long-term goals and objectives.
When developing a savings and investment strategy we believe in growing your assets over time while protecting assets from downside market risk. Our philosophy revolves around an absolute return approach or seeking positive returns in any economic/market environment. The strategy is a dynamic allocation strategy that will be more growth oriented in favorable economic/market conditions and more conservative in unfavorable economic/market conditions. We seek to invest in areas which offer the greatest potential for appreciation with limited downside risk. When conditions are volatile and/or unfavorable we will not hesitate to hold significant amounts of cash and fixed income investments to preserve capital. We employ sentiment indicators into our approach in order to remove emotion from the decision making process. With increased volatility in the marketplace, it is critically important to have a sound investment strategy in place.
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