History

1991/1992

Kathleen and Greg begin working together as Senior Investment Consultants at Yanni-Bilkey Investment Consulting

1993

Greg begins the Asset Planning Group

1994

Kathleen joins Greg in Asset Planning

1994 through 1999

Greg and Kathleen manage and run the Asset Planning Group at Yanni-Bilkey Investment Consulting. Over this period they interview thousands of investment managers and grow assets to around $500 million

1999

Kathleen and Greg leave Yanni-Bilkey to begin their own investment advisory business

March 3, 2000

The fervor of the Tech Bubble ended as the NASDAQ reached its peak level of 5,408.60.  The savvy investors that avoided the over-priced portions of the market enjoyed a proceeding period of out-performance.  The ones that did not saw their investments lose as much as 99% of their value.

September 11, 2001

Terrorists crash two airplanes in the World Trade Centers in NYC.  Due to fear of a severe market sell-off, the NYSE and NASDAQ remained closed until 09/17/2011.  When the markets opened again the Dow Jones lost approximately 14% of its value in the first week.  Despite the panic, the market rebounded back to its 9/11 point only one month after the tragedy.

2002 through 2011

Kathleen and Greg slowly and methodically build their business to assets over $100 million.

March 9, 2009

The S&P 500 hit its low point following the financial crisis.   This was an approximate 57% decrease following the high the S&P reached on 10/07/2007.

2011

Wright Associates hires a third employee, Adam Wright, Kathleen’s son. Adam begins to manage the information systems and the portfolio reporting

2014

Kathleen is awarded the Five Star Wealth Manager award.  For more information about the criteria required for this award see http://www.fivestarprofessional.com/five_star_award

Current

Wright Associates continues to maintain and enact their investment principles while planning for longer-term succession.