WRIGHT INVESTORS SERVICE INC
Firm details
- Headquarters
- SHELTON, Connecticut
- CRD number
- 106302
- Registered since
- February 23, 1996
- Custodians
- MERCANTILE BANK, WILMINGTON TRUST INVESTMENT MANAGEMENT, LLC
- Fee structure
- Percentage of AUM, Subscription Fees, Fixed Fees
- Client types
- Banking / Thrift Institutions63.11%
- Pension & Profit Sharing Plans17.8%
- State / Municipal Government8.08%
- Other4.86%
- Charitable Organizations3.02%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Wright Investors Service Inc. is a corporation that has been SEC-registered since 1996 and functions as an active capital allocator for both individual/family and institutional clients. The firm provides discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, engages in the selection of outside advisers, and publishes periodicals or newsletters. Its fee arrangements include percentage-of-AUM, subscription fees and fixed fees. The firm reports it is not an active ESG investor and does not identify as a Multi State Adviser on its filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- Public Funds/Mutual Funds14%
- US Government Bonds7%
- Investment Grade Corp Bonds5%
- State & Local Bonds3%
Owners & executives
3 of 3MICHAEL FLEMING
CIO, Executive DirectorCRD 6890332
MANISH MAHESHWARI
President & Co-Chief Investment OfficerCRD 5904328
AMIT KHANDWALA
Chief Executive Officer & Chief Investment OfficerCRD 2794288
Contacts
3 of 3MARK MOYHER
Vice President, Senior TraderCRD 2739419
RICHARD MCGUIRE
Client Service OfficerCRD 1083487
STEPHEN HOLMES
ConsultantCRD 824098
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SHELTON, CT
FAIRFIELD
Location
SHELTON, CT
Headquartered in SHELTON, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 2 Corporate Dr
- Time zone
- ET (UTC-5)
- Office locations
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