At Bright Advisers, we take the guesswork out of your finances so you can spend more time on what matters most–your family.
We developed the first liability-driven wealth management system that fixes the flawed traditional approach to financial planning and investing.
We believe everyone should have access to the best investment strategies, financial planning services, and advice.
Your financial plan acts as the foundation, supported by our scientific investment strategies. We combine the power of smart beta, factor investing, and hedging strategies to intricately construct a hyper-personalized portfolio to maximize your financial outcomes.
This is our flagship equity strategy which provides exposure to U.S. large cap equity, seeking to combine the benefits of smart beta and factor investing techniques.
This investment strategy focuses on dynamic growth factors such as innovation and momentum, while following the same methodologies as Diversified Premia.
This investment strategy focuses on a set of robust value attributes such as high profitability, high payout, and low volatility, while following the same methodologies as Diversified Premia.
This investment strategy leverages alternative asset classes that are stores of value and represent safe havens during market sell-offs or may become widely accepted stores of value.
It is the first wealth management platform that connects your financial plan with your investment strategy.
These testimonials were provided by current clients of Bright Advisers. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonials. These testimonials may not be representative of the experiences of other clients and do not provide a guarantee of future performance success or similar services.
“Minimal fund fees” applies to the vast majority of our models. Some clients may hold legacy fee-bearing mutual funds and ETFs. Some clients may hold low-fee-bearing ETFs, in particular to get exposure to the fixed income asset class or alternative asset classes (precious metals, cryptocurrencies).