Why Join Us

At Spotlight, we want partners, not employees.  We have built a leadership culture based on listening and asking for feedback rather than dictating and being closed-minded.  We will provide the technology, processes, and procedures necessary for you to be successful.  We offer extremely competitive compensation plans along with progressive benefits and leave policies to deliver unparalleled work/life balance.

 Dedicated Operations Specialist  Development of
Personlized Marketing Plan
Dedicated Trading Specialist Legal and Compliance Setup
 Payroll and Benefits Coordinator   Dedicated Financial Planning Specialist Real Estate Search and Office Setup  Best-In-Class Technology Platform

Spotlight Careers

At Spotlight we want partners, not employees. We have built a leadership culture based on listening and asking for feedback rather than dictating and being close-minded.

We will provide the technology, processes, and procedures necessary to help you be as efficient as possible.

We offer extremely competitive compensation plans along with progressive benefits and leave policies to deliver unparalleled work/life balance.

 

Don’t settle for less than you deserve

At Spotlight, as we expand our reach into different markets and grow our team, we are looking for like-minded individuals who share our core belief of providing clients with the transparency and technology necessary to effectively implement and execute a total wealth management plan.

 

Contact Us About Current Openings

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How We Invest

At Spotlight, our investment decisions are driven by a thoughtful, research-based process that is led by our Investment Policy Committee (IPC). The IPC is comprised of our CEO, our Director of Trading, certain advisory personnel, and our research analyst. Together, the IPC crafts, monitors, and adjusts our proprietary investment models. These models fall into three categories: Dynamic ETFs, Individual Stocks, and Tactical Strategies. Each model can be used on its own or in combination with other models depending on the needs of a particular client. At the outset of the client relationship, we work with our clients to build a custom investment allocation based on each client’s personal, in-depth financial plan. During this planning process we determine each client’s targeted percentage of investment return needed, which, in coordination with the decisions of the IPC, will guide our investment recommendations.

 

Dynamic ETF Portfolios

  • 4 tactical models: Capital Preservation, Balanced, Growth, and Capital Appreciation.

  • Allocation will shift within a 20% range to equities.

  • For example, the Balanced model can be anywhere from 40% equity to 60% equity depending on market expectations.

Stock Portfolios

  • 2 different stock models available.

  • Our Buy-Write model is a 15-stock portfolio that will use the sale of covered calls to create additional income or a hedge against volatility.

  • Our Large Cap Blend model is a 30-40 stock Model that is a Blend of Large Cap Growth and Large Cap Value companies.

Tactical Portfolios

  • Tactical Income and Tactical Equity models that can be fully invested or all cash depending on market expectations.

  • ESG models for clients who would like a strategy focused more on socially conscious investing.

  • Customized option strategies, customized individual bond portfolios, and reduced volatility models.

 

Please contact us at 630-230-6840 or info@spotlightassetgroup.com to request Fact Sheets with performance figures for any of our model portfolios.