Investment Strategy

Bright Asset Management has a unique and comprehensive tactical investment management process. Our mission is to double account values every four to five years. When it comes to growth of your personal assets, we implement a proprietary tactical allocation approach which involves more active management. We want to be invested in the markets when the trend and conditions are favorable. Conversely, we want to be more defensively positioned when the trend and conditions are unfavorable. Using this approach, we can grow accounts over time while side-stepping turbulent market conditions.

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What matters is not buying better in terms of execution, it is not giving the gains back. The goal is to step away from markets at or near a cycle high, sit in a heavy amount of cash through the market decline, and re-enter the markets at lower prices. By investing with a more tactical bent, one can purchase more shares of stock or index for the same amount of capital. If you do this through a 30% bear market decline, you could purchase a third more shares than the average investor who held through the decline, or worse, sold at the bottom. If you can repeat this process every cycle, it compounds your overall return allowing you to outperform broad markets over time.

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If you would like to learn more about our approach and how we can help you grow your wealth, please contact us for a more in-depth discussion.    ​