Wright Private Asset Management LLC

Wright Private Asset Management LLC, established in 2006, is a subsidiary of Wright Investors’ Service, Inc., which has been providing investment advisory services since 1961. As of December 31, 2014, WPAM managed $62,427,581 of regulatory assets under management on a discretionary basis. Clients can impose reasonable restrictions on investments. WPAM offers tailored advisory services to individuals, corporations, trusts, and more, with negotiable fees starting at 1.25% for the first $1,000,000. Fees are typically charged quarterly in advance based on the account's market value. The firm's investment philosophy focuses on equity securities, corporate debt, and other instruments, guided by detailed financial analyses and economic studies. The Investment Committee oversees the investment process, ensuring data integrity and research quality. WPAM does not charge performance-based fees and primarily serves high net worth individuals and various organizations. Clients receive detailed quarterly and annual statements, and WPAM does not assume custody of client assets. The firm does not vote proxies for client securities but complies with written policies if needed. WPAM's financial condition allows it to meet contractual commitments, with no bankruptcy history. For more details, visit www.wrightinvestorsservice.com or contact 203.783.4400.