Bright Investments

Investment Bank/Securities Brokerage - Auburn, AL, US

Bright Investments Employees
Richard Sale

Fixed Income Advisory Consultant

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Thomas Kucera

Executive VP & Co-Founder

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Joel Oertling

Chief Financial Officer

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Sarah Zink

Chief Operating Officer and Chief Compliance Officer

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Stacy Miller

Partner | Vice President | Wealth Advisor

Contact Stacy Miller

Paola Guzzo

Fort Lauderdale Area - Real Estate Broker

Contact Paola Guzzo

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Bright Investments Senior Management
Thomas Kucera

Executive VP & Co-Founder

Contact Thomas Kucera

Joel Oertling

Chief Financial Officer

Contact Joel Oertling

Sarah Zink

Chief Operating Officer and Chief Compliance Officer

Contact Sarah Zink

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Bright Investments Details

Bright Investments, LLC was founded in 2015 to manage institutional and private client assets. We are an independent 100% employee-owned firm. The mission at Bright Investments is to deliver financial performance to our clients while maintaining focus on our fiduciary duty to always put client needs ahead of our own.As owners of the firm, we believe our capital should be invested alongside our clients, thus 100% of our public equity investments are invested alongside our clients.Our investment objective is long-term total return through capital appreciation and dividends. We are a fee-only registered investment advisor with two key goals:• Achieve superior long-term total rates of return through fundamental research and disciplined investing.• Create a culture that financially empowers our clients and employee-owners.We exist to protect and build our clients' capital.

Bright Investments logo, Bright Investments contact details
Employees: 20 - 49
HQ: 334-321-2321
Location: Auburn, AL, US
Revenue: 2.5 - 5 Million
Value Investing High net worth Institutional investing Value Investing High net worth Institutional investing Value Investing High net worth Institutional investing
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