Bridgelight Capital LLC

BridgeLight Capital LLC is a registered investment adviser located in Arizona, established in February 2010 by Gary T. Stringer. The firm offers investment advisory services to individuals and high net worth individuals, providing customized investment solutions primarily focused on long-term strategies. Clients can expect personalized portfolio construction using diversified mutual funds, ETFs, individual stocks, bonds, and options contracts. BridgeLight's investment strategy aims to meet clients' goals, objectives, and risk tolerance, with the flexibility to adjust positions based on market conditions or client needs. The firm also offers financial planning services covering various areas such as investment, retirement, estate planning, and tax planning. For the Wrap Fee Program, the annual fee structure is tiered based on assets under management, ranging from 2.25% for assets up to $500,000 to negotiable rates for assets over $10,000,000. The program includes securities transaction costs within the investment advisory fee. BridgeLight does not charge performance-based fees and does not manage proprietary investment funds. The firm acts as the sole portfolio manager for the program, providing direct access to portfolio managers for clients. BridgeLight does not accept proxy-voting responsibility and does not engage in soft dollar programs. The firm maintains a Code of Ethics, ensuring fiduciary commitment to clients, and has no disciplinary events reported. Clients can request a copy of the Privacy Policy annually or inquire about it by contacting the firm directly.