Standing out in a crowded market is not easy. Insurance brokers, financial planners, accountants, banks, and so on all call themselves “financial advisors”. Everyone says the same thing. Unless one is in the business, it is hard to discern the differences.
The problem that we see is that everyone is saying the same thing and implementing portfolios in the same way. The problem is you cannot do better than everyone else if you are doing the same thing as everyone else. You have to be different. Wright Associates is different.
We are specifically different through our ability to perform robust analyses. This is due to our strong experience and educational background. At Wright Associates we devote our time to studying investments, to understanding money managers, their behaviors, and their tendencies. Since we began in the business we have interviewed thousands of money managers. We understand the nuanced differences between processes and philosophies and we only invest in those funds which we believe are structured to achieve forward looking success. This is all we do. We believe we are experts and that identifying successful managers is within our circle of competence. In every investment we make we endeavor to find managers who: