First Light Investment Advisors is a registered investment advisor founded in 2021 with offices in Massachusetts and New York. The firm focuses primarily on custom portfolio management for individuals, trusts, estates, charitable organizations, and business entities. First Light takes a tactical allocation approach, utilizing fundamental, technical, and cyclical analysis to manage risk and pursue returns. Portfolios may include individual stocks, exchange-traded funds, options, and cash positions as hedges against market movements. Clients can establish investment restrictions based on their personal requirements and risk tolerance. First Light manages client assets on a discretionary basis, meaning the team makes day-to-day trading decisions on behalf of clients according to agreed-upon goals. The firm requires a minimum account size of $10,000 to open and maintain an account.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiated at the sole discretion of First Light Investment Advisors. Management fees may be reduced or waived for directors, officers, and employees of the firm.