A complete list of active advisors currently associated with WRIGHT Investment Partners LLC

Warmer can help you find a great advisor at WRIGHT Investment Partners LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at WRIGHT Investment Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Matthew Wright	Colonia, NJ	9

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