Wright Investors Service Inc

Wright Investors’ Service, Inc. is a financial advisor firm established in 1961, providing investment advisory services under The Winthrop Corporation. The firm manages equity and fixed-income assets for various clients, including individuals, corporations, municipalities, and trust funds. They offer discretionary investment management services through wrap programs and sub-advisory services to bank trust departments. As of December 31, 2022, Wright managed over $1.2 billion in regulatory assets, with a portion on a discretionary basis. The firm also participates in platforms using its investment strategy models and provides mutual fund selection services. Clients may access company reports and publications for an annual fee. Fees for advisory services are negotiable and based on account size, with minimum annual fees specified. Wright does not charge performance-based fees and acts as a fiduciary, putting clients' interests first. The firm's investment strategies involve analyzing equity and fixed-income securities, with a focus on financial strength and growth potential. Wright's Investment Committee, with over 78 years of combined experience, oversees investment selections and policies. The firm's Code of Ethics emphasizes integrity and client interests, with employees subject to preclearance procedures for personal trades. Wright does not take custody of client assets and provides detailed account reviews and statements. Clients receive quarterly and annual reports, including investment performance summaries. Wright's Proxy Voting Policy aims to vote proxies in the best interests of clients, with decisions made on a case-by-case basis. The firm maintains a business continuation strategy to address operational disruptions and potential risks, including cybersecurity and public health concerns.