Trust Investment Management

Since 1977 we have helped bank trust departments and trust companies outsource their investment management functions. Service highlights include:

Investment products: Our broad range of investment products were designed specifically for trust departments to address the requirements of the Uniform Prudent Investor Act. They include:

  • Domestic and international equity products across a broad range of capitalizations
  • Domestic fixed-income products across a broad range of durations and sectors
  • Alternative products such as commodities, real estate and defensive overlay strategies

Investment vehicles: Our list of investment vehicles serve the needs of investors with varying levels of assets and risk preferences.

  • Separate securities products using equity securities, fixed income securities, or both
  • Asset allocation products using separate securities and, where appropriate, mutual funds and exchange-traded funds

Research and Analysis: We offer customized research packages and fiduciary research and analysis options.

  • Fiduciary Investment Lists (Domestic and International)
  • Individual Stock Quality Rankings

Economic Research and Analysis Products: Our clients can receive regular updates to help them stay informed about the economy.

  • Monthly: Investment Report and Economic Environment Package
  • Quarterly: Investment Report and Investment Committee Webinars
  • Periodic: The Economist Workbench, The Case for Diversification, Topical Reports

Online Options: WrightNet® is an online portal provided to clients giving them 24-hour access to research products and support services. Other online services, include:

  • Wright FIRST Investment Research Service (fiduciary stock lists, market commentaries and economic charts)
  • CorporateInformation® (global corporate research service) offering timely, accurate information on more than 38,000 companies in 70 countries