Learn about our full turn-key BRI platform to grow your business and accessing our portfolios as an independent advisor.
Call Us: 540.345.3891
Learn about our full turn-key BRI platform to grow your business and accessing our portfolios as an independent advisor.
Use our LightPoint MF/ETF, Core/Satellite and UMA solutions to easily implement high quality BRI portfolios for your clients at your RIA.
Get our fact sheets containing money manager profiles, portfolio allocations, statistics and performance data.
We know how challenging it can be to deliver quality BRI solutions to your clients. We also know that results count! For nearly 20 years we have been perfecting our turn-key BRI platform. Using a simple 3-step process, LightPoint Portfolio Solutions allows you to honor clients’ faith convictions while deepening those relationships. Now is the time to help your clients make a difference with their investments and create positive change in the world!
We examine the universe of securities to exclude companies involved in negative business activities and to identify those exemplary Shining Light Companies that are creating value and blessing in the world.
Fully asset-allocated, multi-manager UMA portfolio solutions for five risk-based profiles, all optimized using a Multi-Frontier Allocation System.
Ongoing money manager due diligence, client risk profiling, proposal generation, model trading, strategic and tactical rebalancing, billing, portfolio accounting, benchmarking and performance reporting.
