Spotlight Advisors

Our Approach

Our approach is practical and grounded in experience


Core principles:


Our advice is grounded in the context of a situation and is practical and realistic. We are not dogmatic.


We are guided primarily from decades of experience. We do not advise based on theory.


Our clients' time is always more valuable than our own. Our schedules are always more flexible than those of our clients.


We aim to provide options to our clients that are creative and flexible, but never unduly risky.


We acknowledge that good ideas can come from anywhere and are always open to the input of other experts.


Our clients' confidential information will always remain confidential. 


A single good insight, negotiating approach or turn of phrase can be more valuable than pages and pages of middling ideas


Incentives drive behavior. Our interests are aligned with those of our clients.