Investment solutions are all around you. Every bank, broker and insurance outfit has a product they will swear is the “best solution for your individual needs”. If everyone has something to sell, how do you know what to buy and from whom? Our belief is that disclosing conflicts of interest
is paramount to creating an environment of frank and honest discussion about how best to solve problems. Because we do not get paid investment commissions, or share in fees paid to product promoters, we are in a unique position to guide you as we would want to be guided. Using ETF’s, individual securities and the occasional mutual fund, we leverage respected research tools to evolve our portfolio strategies. Because we are independent, we can analyze and act upon the work of some of the brightest minds on Wall Street. Within stocks, sector rotation is the basis of our work as we believe getting the larger trends right will increase our probability of success. Lastly, we recognize cash as a tool for wealth protection. When markets warrant, we will not hesitate to raise cash until clearer signs emerge.
Primary solutions, include:
Insurance- Life and Health.
Investments- Sector-based active indexing. Rising dividend stock strategy. Special situation equities. Traditional fixed income. Alternative investments.
Personal coaching- Life transition guidance and education.
For specific tax advice, always consult with an appropriate professional. Brightline Group does not provide legal or tax advice.
Investment advisory services offered through AdvisorNet Wealth Management. Brightline Group and AdvisorNet Wealth Management are unaffiliated companies.