Our Services
Plan. Invest. Trade.
Financial Planning
Portfolio Building
Technical Trading
Active Management
Our Approach
Analytical. Precise. Customized.
Life is full of choices and one size does not fit all. At Light Capital Management, we stand apart from other wealth management firms in our active and personal approach. We believe the best way to achieve long-term capital appreciation is to Plan, Invest, and Trade.
We are planners and problem solvers and we obsess over the needs of our clients. We learn your goals, requirements, and challenges, and we work to offer solutions that make the most sense.
We strive to invest in the best companies in the market. We believe that the best companies, providing products and services that customers love and that are managed by the finest leaders, will outperform the averages.
We love to trade. While fundamentals matter, especially in the long run, we know that the markets move and sometimes move quickly. That is why we combine a variety of strategies, while focusing on stock selection, allocation, and technical trading to help you grow your wealth.
Team
Joel Light, MBA
Founder, Chief Investment Officer
Joel’s life is built around his passions: constant learning & helping others. Starting out as a medic in the Army, then to West Point and later during his MBA at Darden Graduate School of Business, Joel has focused on helping others, especially those in pursuit of realizing their goals.
His interest in learning and staying up to speed on the latest market and global news is a natural fit for his investment and planning work. From early in the morning to late at night, Joel is plugged into the latest news, research, and market discussions that will shape the days and weeks ahead. He speaks with several clients and traders daily and takes particular pride in having deep and meaningful personal connections. This sets him apart and has helped earn the trust of each and every client he serves. It is this approach that has led to long-term relationships, and telling results.
Katie Long Light, MBA
Founder, Chief Administration Officer
Katie is a planner and obsessed with organization. Because she is happiest when boxes are ticked and tasks completed, she manages contracts, billing, and administration.
Before helping her husband Joel build Light Capital Management, she helped create Tahoe Exclusive Vacation Rentals, a luxury vacation rental and property management company with her family in Lake Tahoe, California. Katie also operates her own consulting and professional organization business, In Style Organization. Additionally, she has worked for CFA Institute in Finance and Accounting. Katie holds a B.A. in Business Administration from Susquehanna University and completed her MBA in Brussels, Belgium.
Rob Wycoff
Chief Operating Officer, Portfolio Manager
Rob loves to get things done. His strength comes from his ethos to be organized and efficient, which he learned while building his previous companies from the ground up.
Prior to joining the firm, Rob was a serial entrepreneur, having started and sold a handful of companies. His focuses include technical analysis, trading options, and the endless conceptualization of fractal patterns. Rob is a graduate of the University of California, Los Angeles (UCLA), with degrees in History and Political Science.
Rely on the ordinary virtues that intelligent, balanced human beings have relied on for centuries: common sense, thrift, realistic expectations, patience, and perseverance.
– John C. Bogle
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