Iq Trends Private Client Asset Management

Kelley Wright & Company, Inc, also known as IQ Trends Private Client Asset Management, is a California-based firm established in 1998. The firm, wholly owned by the Wright Family Trust, is led by Kelley Wright, who serves as the President and Chief Compliance Officer. As a fiduciary, the firm is committed to acting in the best interest of clients, offering both discretionary and non-discretionary investment advisory services. The firm specializes in actively managed portfolios primarily consisting of individual common stocks, focusing on Select Blue Chips identified by the Investment Quality Trends newsletter. Clients can expect tailored investment strategies designed to meet their specific needs and goals, with continuous monitoring and periodic rebalancing. The firm charges fees based on a percentage of assets under management, with rates ranging from 1.00% to 0.75% depending on the asset value. Minimum account balance requirements for Flagship Asset Management services start at $1,000,000, although exceptions may be considered. Clients have the option to grant investment discretion to the firm, allowing them to execute securities transactions on their behalf. The firm does not accept proxy authority to vote client securities and does not engage in performance-based fees. Kelley Wright has an extensive background in business administration and finance, with over two decades of experience in investment advisory services.