Institutional Clients We Serve
With a dedication to service and years of investment experience working with all types of institutions and investment plans, we believe we are highly qualified to understand the investment needs of institutional clients.
Our Institutional Asset Management team handles the fiduciary management of assets for plan sponsors’ retirement plans. Clients include trade unions, corporations, state and local governments and municipalities, foundations, and other eleemosynary.
Core functions include:
- Management of equity, fixed income and balanced portfolios for pension, annuity, self-directed programs and 401(k) plans, health and welfare, education and training, and money purchase plans.
- Management of assets for a wide variety of institutions, including endowments and foundations.
Wright’s Investment Performance Records are Global Investment Performance Standards (GIPS) compliant and are independently audited each year. In addition, Wright attests annual compliance with reporting standards and GIPS of the CFA Institute.