WRIGHT Asset Management Inc

Wright Asset Management provides investment advice to individuals, pension and profit‑sharing plans, trusts and estates, charitable organizations and other business entities, managing each client as a separate, non‑discretionary account. The firm reports approximately $49.5 million in assets under management across roughly 36 clients and delivers continuous advisory services rather than discretionary trading authority.

Wright’s investment process combines fundamental and technical analysis with a value‑oriented, buy‑and‑hold emphasis and focuses on portfolio allocation and individual holding recommendations; all transactions require client approval. The firm conducts quarterly reviews with written reports and typically recommends custody through an independent broker‑dealer while executing fixed‑income trades off‑platform when better pricing is available.

Compared with peers, Wright is notable for operating predominantly on a non‑discretionary basis and for its uncommon client mix that includes pension/profit‑sharing plans, charitable and corporate entities alongside both non‑high‑net‑worth and high‑net‑worth individuals. The firm uses percentage‑of‑assets pricing but also offers hourly consultations, is privately owned by its founder, has operated since the late 1980s, and does not serve as a private‑fund adviser.