WRIGHT ASSET MANAGEMENT INC

Overview

Wright Asset Management Inc. is a small, owner-operated advisory firm that focuses on portfolio management for individuals, families and small businesses. The firm operates under a fee model that combines a percentage of assets under management with hourly charges. According to filings, Wright Asset Management does not position itself as a capital allocator and is not active on ESG mandates. Its advisory relationships are non-discretionary, meaning clients retain final trading authority while the firm provides investment advice and portfolio oversight. Investment activity centers on publicly traded securities and pooled vehicles; the firm’s largest single asset category is exchange-traded equities. The client base is limited and concentrated, which points to a relationship-driven practice that emphasizes customized advice over scaled institutional product distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices