BridgeLight Philosophy

Key Principles

In today’s rapidly expanding investment arena, selecting the right firm to manage your assets requires significant thought and analysis. You need a firm with integrity – a firm committed to your best interest, with a history of making careful and intelligent investment decisions.

While we believe that all investment management relationships must be borne in an environment of trust, objectivity and free from conflicts of interest, we conclude that these conditions serve only as the backdrop for sound investment advice. At the forefront of our approach is a team of investment managers who possess impressive credentials, substantial research capabilities and long-standing records of consistency and achievement.

Working intimately with our custodian, Pershing Advisor Solutions an affiliate of Pershing LLC a BNY Mellon company, you can rest assured of solid financial strength. BNY Mellon operates in 36 countries and is serving more than 100 markets. With more than $25 trillion in assets under custody and administration you can depend on the depth of experience and commitment in delivering robust trading services, flexible technology and an array of investment solutions.

At BridgeLight Capital, we partner with our clients throughout the investment management process and set out together to meet new challenges, pursue new opportunities and increase the potential for success over the long-term. As our clients’ needs evolve, we remain firmly grounded in our specialization and in our commitment to traditional values.

By understanding your time horizon, your preferred investment style, and your professional challenges, we are able to maintain a disciplined investment process and consistent investment style.

Decision Process

Our strategies and processes are driven, at their core, by a focus on rigorous analysis, a characteristic which we believe sets us apart from our competitors. The acumen of our team, combined with sophisticated tools and techniques, allows BridgeLight to analyze investments at a level beyond that of the typical investment advisor.

Through our proprietary investment strategies, as well as our fundamental and technical analysis, our investment selections focus on capital preservation first.

Our unique active management strategy differentiates us from many investment managers who employ buy-and-hold methodologies. Our proprietary process is based on science and discipline. With our data-driven research models, our investment managers make changes to the portfolios based on market conditions.

We develop products and strategies that solve investment challenges and strengthen portfolio returns – all while addressing market volatility.

Our success is driven by discipline, fueled by innovation, and inspired by the financial challenges around us.

While markets are unpredictable, you can rely on BridgeLight’s experienced professionals to help you address your investment goals.

Why BridgeLight

We deliver the world-class capabilities of a global leader with the tailored solutions, care and commitment of a small firm.

We offer our proprietary investment solutions and customized wealth management to ensure that we meet each client’s unique investment goals in a constantly changing world.

Our business is built to exclusively serve investors, and our success depends entirely on yours. That is why superior service is our top priority. A team of dedicated experts strives to anticipate your needs and exceed your expectations.

BridgeLight Capital’s Excellence:

  • Quality Management Process – Benefit from a continuous improvement process driven by customer feedback and a partnership approach with quality metrics
  • Reliability – Count on consistent, dependable service backed by dedicated service professionals, our robust business continuity programs and disaster-recovery processes
  • We strive to continuously improve quality – listening to feedback, gauging our performance, and upgrading our processes


We actively seek customer feedback to help us prioritize our business initiatives and improve service to better suit your needs.

Yet, what truly distinguishes us is not what we offer, but what we have achieved — the ability to fully realize unique possibilities for each client, with results that surpass expectations over market cycles and across generations.

Professional wealth management is often a prerequisite for financial freedom. We invite you to contact BridgeLight Capital today to gain private wealth management solutions, and learn more about our investment management philosophy and proprietary investment solutions.