Joel Oertling's Contact Details

Joel Oertling's Company Details

Bright Investments

Auburn, AL, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

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.