Wright Investment Partners is a registered investment advisor (RIA) that provides personalized investment management services.
Our core clients are folks ages 40 & up who are closing in on retirement as well as those that are already retired. We speak to people from all walks of life including educators, contractors, executives, and others who desire a professional approach to portfolio management.
Clients get direct access to an experienced portfolio manager, which is uncommon in the investment industry. There are no salespeople, middle men or automated phone menus to navigate. Unlike stock brokers or advisors that work for banks or insurance companies, we receive no sales commissions for selling or recommending certain investment products. We offer two primary services to assist our clients in reaching their long-term investment goals.
Wealth Management Portfolio - We analyze the clients current investments, financial situation, and risk tolerance to help us assemble a suitable portfolio of low-cost mutual funds or exchange-traded funds (ETFs). The portfolio will balance the client's needs for capital growth, capital preservation, and liquidity.
Dividend Growth Portfolio - This portfolio of individual stocks is designed for clients seeking a growing stream of dividend income during their retirement years. The manager invests in shares of companies that have a history of growing their dividend payouts over time, which is a great way to help clients keep inflation from chipping away at their nest egg.
The fee for our investment management service is simply 1% of assets on an annual basis. We manage portfolios in separately managed accounts (SMAs) that are held in the client's name at our custodian, Interactive Brokers. Accounts can be viewed online on their website. Clients have access to their funds at all times. Our minimum account size is $50,000, among the lowest in the industry, because we want to provide access to quality, low-cost investment services to a broader client base than most other investment managers.
We are committed to building client relationships by providing exceptional service and long-term results. Prospective clients can set up an appointment to discuss our strategy, your current investment portfolio and your investment needs at no charge.