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Discipline Drives the Process. Finding Value is the Art.

Invest in Your Future
Institutional Investors

Bright Investments offers discretionary account management for institutional and private clients.

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Individual Investors

Bright Investments will develop a plan to help you achieve your short and long-term goals.

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Our Investment Philosophy
We are value investors looking for promising, profitable, mid-to-large capitalization companies.

We believe in our fiduciary responsibility to clients as the basis for all investment decisions.

We believe that greed and fear are the ruin of many investors, and we combat them with unemotional discipline, hard work, and an emphasis on honest intellectual inquiry.

We believe long-term returns are generated by identifying the difference between the value of an asset and its price. Identifying this difference requires a combination of “art” and “science” – of intuition developed from experience as well as rigorous systematic analysis.

We believe that clients are best served by companies that preserve a healthy culture. Culture is the foundation of the Bright Investments model and goals. We pursue a performance-based culture focused on achieving investment performance that will enable the goals of our clients and employees.

We believe it is important to align our interests with our clients. Our clients can be assured that we treat their capital no differently than we treat our own. As employee-owners, 100% of our public equity investments are invested alongside our clients.

To that end, performance is our passion.

We exist to protect and build our clients’ capital.
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. We are a fee-only registered investment advisor with two key goals:

1. Achieve superior long-term total rates of return through fundamental research and disciplined investing.
2. Create a culture that financially empowers our clients and employee-owners.




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Phone: (334) 321-2321

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Our Team
We are committed to making a positive impact in the lives of our clients.

Our Team