Wright Investors Service Inc

RIASEC Registered

Total AUM

$1.2B

Discretionary

$690M

57% of AUM

Avg account

$1M

Accounts

1,171

Employees

Advisory reps

Firm details

Headquarters: Shelton, Connecticut
CRD number: 106302
Registered since: February 23, 1996
Website: www.wrightinvestorsservice.com
Custodians: MERCANTILE BANK, WILMINGTON TRUST INVESTMENT MANAGEMENT, LLC
Fee structure: Percentage of AUM, Subscription Fees, Fixed Fees
Client types: Banking / Thrift Institutions63.11%
Pension & Profit Sharing Plans17.8%
State / Municipal Government8.08%
Other4.86%
Charitable Organizations3.02%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Wright Investors Service Inc is a corporate, institutional registered investment adviser that has been SEC registered since 1996. The firm serves both individual/family clients and institutional investors and positions itself as a capital allocator that also selects external managers. Its advisory offerings include portfolio management for individuals, small businesses and institutions, the selection of other advisers, and the publication of periodicals or newsletters. Fee arrangements reported include percentage-of-AUM, subscription fees and fixed fees. The firm does not identify as an active ESG investor.