Sunlight Investments

Sunlight Investments provides discretionary portfolio management for individual and small business clients and operates as a very small, single-advisor practice. The firm manages U.S.-listed equity portfolios using limited trading authorization in client brokerage accounts and does not take custody of client funds.

The investment approach centers on a concentrated list of roughly 20–40 U.S. equities chosen for profitability, consistent revenue and earnings performance, industry leadership, and low leverage (debt-to-equity of about 30% or less); that list is updated weekly and positions are allocated into equal-sized slots. Managers use timing tools, seek to limit losses on individual trades (typically in the 5–8% range), review accounts quarterly, and assign an account manager to execute trades under the client’s limited authorization.

Notably, the firm publishes past performance results in its brochure, including a comparison of all managed accounts to the S&P 500 through December 31, 2025, which is uncommon for peers in its category. The brochure also discloses a 2018 disciplinary order and administrative fine from the state securities regulator for a prior failure to register, and it describes the principal’s long investing history and prior industry employment as part of the firm’s background.