Bright Portfolios builds and manages investment strategies for other registered investment advisors. They use a combination of quantitative screens, values-based screens, and fundamental analysis to manage their individual stock and fixed income investment strategies. Bright Portfolios also serves as a subadvisor to the Bright Portfolios FIS Bright Portfolios Focused Equity ETF.
Assets Under Management$81M
Clients1
Advisors1
Avg. per Client$81M
Avg. per Advisor$81M
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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