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Bright Portfolios | Biblically Responsible Investing (BRI) Solutions
Where Investing Aligns With Faith | Biblically Responsible Investing for RIAs

Disclosure Documents

Click the links below to access our most recent disclosure documents.

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Bright Portfolios ADV Part 2A & Part 2B

Bright Portfolios Privacy Notice

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Bright Portfolios is a Christian investment firm offering Biblically Responsible Investing portfolios to financial advisors and clients around the country.

Bright Portfolios is a registered investment adviser with the State of Missouri and the State of Kansas and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

For more information, please see our disclosures on the Investment Adviser Public Disclosure website. 

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