WRIGHT Investment Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wright Investment Partners LLC provides ongoing portfolio management services to individual and high-net-worth clients, preparing an Investment Policy Statement for each account and typically operating under discretionary authority to implement investment strategy on behalf of clients. The firm recommends equities primarily and may also use mutual funds, fixed‑income securities, ETFs, annuities, and non‑U.S. securities to construct diversified portfolios.
Investment decisions are driven by a blend of fundamental and quantitative analysis and are implemented with a predominantly long‑term trading approach, with accounts reviewed at least monthly and monitored against documented risk tolerances. The firm describes procedures to seek fair and equitable allocation of investment opportunities and uses IPSs to record client goals, time horizon, and risk tolerance.
Distinctively for a firm in the investment-manager category — which often serves pooled or institutional vehicles — Wright serves retail and high‑net‑worth individual clients and maintains an account minimum of $50,000 that may be waived. Operationally, the firm requires clients to use specified custodians (Interactive Brokers LLC or Altruist Financial, LLC), does not participate in wrap fee programs, does not accept performance‑based fees, and discloses the potential receipt of soft‑dollar research or services.
Client services
Expertise
Fee options
1.00% annually
Account minimum: $50,000
Main office
15 Prospect Lane, Suite B7
Colonia NJ 07067
Advisors at this office
1
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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