JOSEPH WRIGHT INVESTMENTS

Overview

Joseph Wright Investments is a small, independent registered investment adviser led by Joseph Wright that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm operates with a percentage-of-assets fee model and also charges performance-based fees, which aligns with their use of strategies that can include manager-driven or absolute-return approaches. Their client base is primarily individual and family accounts rather than institutional or pension business. Investment activity centers on pooled public investment vehicles—mutual funds and similar public funds—as the primary allocation vehicle, while the firm also allocates to select alternatives such as hedge funds and digital currency exposure. Joseph Wright Investments is not an active ESG investor, does not position itself as a multi-state adviser, and is not organized as a capital allocator. The firm lists an insurance company affiliation as part of its industry relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices