Advisor at WRIGHT Investment Partners LLC
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Firm
WRIGHT Investment Partners LLC
Location
Colonia, NJ 07067
Credentials
Series 65
Industry experience
8 years
Matthew Wright is the principal and sole advisor at WRIGHT Investment Partners LLC, with eight years of industry experience. He holds a Series 65 designation and previously worked as a private investor for five years before founding his firm in 2016. Outside of advisory work, he is a principal in a business that owns a small Class C office building. WRIGHT Investment Partners LLC provides portfolio management services to individual and high net worth clients, focusing on personalized Investment Policy Statements and discretionary management. The firm uses a combination of fundamental and quantitative analysis with a long-term trading approach, offering a range of investment products and conducting at least monthly account reviews.
1.00% annually
Account minimum: $50,000
15 Prospect Lane, Suite B7
Colonia, NJ 07067
New Jersey
Wright Invesment Partners LLC
2016 - Present (10 years)
Private Investor
2011 - 2016 (5 years)
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