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What We Do

DYNAMIC ASSET ALLOCATION

While we do not attempt to "call" market tops or bottoms, we do believe that broad business cycles be recognized. Therefore, rather than manage to a static allocation, we update and adjust your portfolio positions.



DIVERSIFICATION

It has been consistently shown that investors who diversify their holdings can reduce risks. We are actively engaged in finding the best mix of investments for your goals.



TAX-LOSS HARVESTING

For investors with legacy positions, we work closely with your tax adviser to develop tax-loss harvesting strategies. In addition, we actively identify opportunities for mitigating your tax liability.



THIRD-PARTY MANAGERS

Through our relationships, clients gain access to thousands of third-party money management strategies. These managers execute strategies ranging from extreme value, to commodities trading, to derivatives trading.



HEDGING STRATEGIES

For select clients, especially those with concentrated stock positions, our expertise can be deployed to develop customized hedging strategies designed to protect your net worth.



TRANSPARENCY

We believe in full transparency. Our process includes regular updates with net-of-fee performance, fee transparency, and individual positions analysis.



2540 King Arthur Boulevard. Suite 210. Lewisville, TX 75056
(972) 410-6623
It is the policy of Bright Wealth Management, LLC (“Bright Wealth Management”) that we do not disclose any nonpublic information about our clients to anyone, except as permitted by law. Bright Wealth Management restricts access to personal and account information to those employees who need to know that information in order to provide products or services to our clients. Physical, electronic and procedural safeguards are maintained to guard clients’ non-public personal information.
Copyright © 2018 Bright Wealth Management. Site by Clubessential
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