Wright Investors’ Service manages investments for institutions like corporations, municipalities, and benefit plans. They also provide sub-advisory services to bank trust departments. Wright offers investment management through wrap programs and participates in platforms that use Wright’s investment strategy models. Additionally, Wright distributes research publications and reports.
Assets Under Management$1.2B
Clients79
Advisors7
Avg. per Client$16M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Wright Investors' Service primarily serves institutional clients and sub-advisory clients. The fees for these services are based on a percentage of the assets managed. The specific fees are negotiable and may be billed in advance or arrears. The fees are exclusive of brokerage commissions, transaction fees, and other related costs and expenses.
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