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Of
special note is Wright’s ability to provide professional separate
account management utilizing individual securities, both equity and
fixed income, to meet the varying objectives and constraints of
trust clients.
Trust clients look to their fiduciary
for individualized investment programs based on sound investment
philosophy and process. Wright’s commitment to quality and
original source research enables trust fiduciaries to provide
customized individual security portfolios to clients – and the
flexibility to tailor these portfolios to specific investment
objectives, risk tolerance, tax or other requirements.
Separately managed accounts are
investment accounts that consist of individual securities (equity or
fixed income), or a mixture of individual securities and mutual
funds. The use of individual securities within an investment account
allows for greater flexibility in the handling of tax constraints,
income requirements, estate concerns and any other specific personal
considerations the client may have.
Wright’s separately managed
accounts can be helpful in meeting the unique needs of individual or
fiduciary accounts.
Wright’s objective in structuring
and managing equity portfolios for clients is to achieve portfolio
returns which meet investor objectives by blending quantitative,
analytical and qualitative approaches in the security selection
process, while attempting to avoid excessive risk.
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