Institutional Asset Management

Wright Investors' Service Institutional Asset Management Group’s formal beginnings date back to the establishment of ERISA in the early 1970s. Currently, Wright manages assets for plan sponsors including unions, state, local, and municipal governments, corporations, foundations, endowments, and other eleemosynary institutions.

Managing both equity and fixed income portfolios, Wright serves various benefit plans including pension, annuity, self-directed and 401(k), money purchase, health and welfare, and education and training.

Wright stands out because of its commitment to service to its clients with emphasis on effective communication, reporting, and education.