Core Principles

We believe that following a set of core principles enables Wright Associates to successfully perform the actions set forth in our mission statement:  Wright Associates is a registered investment adviser that seeks to provide sound investment advice to high net worth individuals and institutions. Our mission is to objectively invest client assets as we would invest our own in order to achieve long-term financial success.  By investing in a diversified set of securities that range across many asset classes we create portfolios capable of withstanding the daily vagaries of the market.

Our Values

Have Integrity

''Whoever is careless with truth in small matters can not be trusted in important affairs.'' Albert Einstein

We will always do what we say. It’s not just what we do when people are watching; it’s what we do when no one is watching.

Be a Fiduciary

''The best security for the fidelity of men is to make interest coincide with duty.'' Alexander Hamilton

We will always put a client’s best interest first. We will not purchase an investment for a client unless we would own it in our personal portfolio, under similar circumstances.

Be Transparent

''The line of least resistance makes crooked riversand crooked men.'' Bob Murphy, humorist

We will always be open and honest. We will transact business that is easily traceable and able to be double-checked.

Think Long-Term

''We believe that short-term forecasts of stocks and bond prices are useless. They tell you nothing about the future.'' Warren Buffett

We will always be patient. We will always strive to intelligently allocate capital for the greatest long-term success.

Remain Independent

''If want to make money, really big money, do what nobody else is doing.'' J. Paul Getty, American industrialist

We will always come to our conclusions. We will not allow the hot topic of the day affect our decision making.

Be Committed

''A manager must care intensely about running a first-class operation; if his golf game is what he thinks about while shaving,the business will show it.'' Warren Buffett

We will always try to be available for clients; our number one priority is to see our clients prosper and achieve their financial goals.

Create Meaningful Relationships

''Little happens in a relationship until the individuals learn to trust each other.'' David W. Johnson

We will always treat our clients like family and our family like clients.