Wright Investors Service INC
Assets Under Management
$1.2B
Number of Clients
79
Number of Advisors
5
Average Client AUM
$15.7M
AUM per Advisor
$247.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Wright Investors’ Service manages equity and fixed-income assets for individuals, corporations, municipalities, multiemployer benefit plans, endowments, foundations, and trust funds. They offer discretionary investment management through wrap programs and participate in platforms that use Wright’s investment strategy models. Wright also distributes research publications.
Fee Structure
Fees are negotiable and may be billed in advance or arrears. Publication fees for subscribers who are not investment advisory clients range from $7,500 to $15,000 annually, paid quarterly in advance. The firm provides investment services to bank trust departments, pension and profit sharing plans, other fiduciary institutions, and other institutional clients, which typically include negotiated fee schedules.
Areas of Practice
Location
2 Corporate Drive, Suite 770, Shelton, CT, 06484