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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.
First, your team of advisors will work with you to develop a durable financial plan grounded in your values and vision. Your plan will drive the creation and dynamic management of your investment strategy.
Our in-house technology makes hyper-personalized financial planning and investing accessible for everyone. It also eliminates unnecessary fund fees and helps capture tax-loss harvesting opportunities.
Our team of specialists educates your children and prepares your family for future wealth across generations. You will learn how to create a Family Knowledge Base™ to organize, share and safeguard your family values, stories, and traditions.
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.
Diversified Premia
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.
Opportunity Strategy
This investment strategy focuses on dynamic growth factors such as innovation and momentum, while following the same methodologies as Diversified Premia.
Quality Strategy
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.
Tactical Portfolio
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.
- Richard Chen, President/CEO of Fox Federal Credit Union
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.
Disclosure: Bright Advisers doing business as Lifeworks Advisors. All advisory services are provided through Lifeworks Advisors, a registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. The description of products, services, and performance results of Lifeworks contained on this website is not an offering or a solicitation of any kind. Past performance is not an indication of and does not guarantee future results. Securities investments are subject to risk and may lose value. All of the information on this website is believed to be accurate and correct as the date set forth. Lifeworks does not have or accept responsibility or an obligation to update such information.
Bright Advisers © 2023. All rights reserved.
“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).
