Portfolio Management

As your advocates, we apply objectivity, consistency and discipline in developing your customized, comprehensive portfolio strategy to meet your long-term wealth accumulation and preservation needs. The central theme of our portfolio management style is an intense focus on your goals. Armed with a firm understanding of you and your goals, we actively seek the most effective solutions to accomplish those goals. In general, our portfolio management process includes:


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.


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.


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.


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.


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.


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 © 2019 Bright Wealth Management. Site by Clubessential
Site Scripts
Hide Click to Edits:
FED Scripts 
CWS & Content Load 
Loader Box