Right Investment Team LLC

Overview

Right Investment Team LLC is a small, independent registered investment adviser that focuses on providing financial planning and discretionary portfolio management to individual and family clients, as well as small businesses. The firm charges a mix of percentage-of-AUM and fixed fees and positions itself as an equity-first manager: exchange-traded equities are the dominant asset class in client portfolios. It does not market itself as an ESG investor, and it is not structured as a capital allocator—alternative allocations are implemented via third‑party managers rather than in‑house private funds. The firm lists an accounting professional affiliation, suggesting close coordination with tax and accounting resources for client work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices