Wright Investors Service Inc
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Overview
Wright Investors Service Inc is located at 2 Corporate Drive, Shelton, CT. The firm employs 9 financial advisors to manage client portfolios and provide financial guidance. Wright Investors Service Inc is not a registered broker-dealer.
Wright Investors Service Inc oversees $1.3 billion in assets under management across 1,247 accounts, of which 376 are discretionary and 871 are non-discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. The firm caters to retail investors, high net worth investors, banking institutions, pension plans, state or municipal government entities, and corporations, with retail investors being the largest client type by accounts. The fee structure at Wright Investors Service Inc includes asset-based and fixed fees. The firm has 21 high net worth clients and maintains affiliations with a broker-dealer or securities dealer.
Wright Investors Service Inc is registered in the states of California, Connecticut, Florida, Illinois, Nebraska, Nevada, New York, Pennsylvania, and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Wright Investors Service Inc by the Numbers
$1.3 billion
20
1,247
$1.0 million
Products and Services
Wright Investors Service Inc offers a variety of services, which can include portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. However, Wright Investors Service Inc did not provide financial planning services to any of its customers in the previous fiscal year. The Firm is not engaged in selling products or offering services aside from investment advice to its investment advisory customers.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees usually are based on the services offered. Fees charged by Wright Investors Service Inc likely include any blend of the following fee structures: asset-based or fixed. The company participates in a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 0% of firms
Subscription
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company manages money for a broad range of investors. The company works with retail investors, high net worth investors, banking institutions, pension plans, state or municipal government entities, and corporations. Out of its 6 clients, Wright Investors Service Inc's biggest client type by number of accounts is banking institutions, although it also serves 21 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of more than $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 16.67%
- Other Individuals - 45.24%
- Corporations - 38.1%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Wright Investors Service Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Wright Investors Service Inc
Milford, CT
Highlands Ranch, CO
Shelton, CT
Milford, CT
Milford, CT
Shelton, CT
Milford, CT
Milford, CT
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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