Wright Investors Service Inc

RIASEC RegisteredEst. 1996

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 corporation operating as an institutional registered investment adviser since 1996. The firm serves both individual/family and institutional clients and functions as a capital allocator, meaning it places client assets with other managers as part of its offering. Its advisory work covers discretionary and nondiscretionary portfolio management for individuals, small businesses, and institutions; it also performs manager selection and publishes periodicals or newsletters. The firm maintains broker-dealer and other investment-adviser affiliations and reports fee arrangements that include a percentage of assets under management, subscription fees, and fixed fees. Wright Investors Service Inc does not identify as an active ESG investor.