Should you even try to manage your investments without help?

The questions confronting you as an investor today are confusing and complex, whether you are a veteran investor, or a first time manager of substantial assets. It is more difficult than ever for an individual to stay abreast of the changing economic and political climate. Successful investing and planning for yourself, your family, your company, or your companyÕs retirement plan requires broadbased experience in investing and up-to-date information on investment alternatives.

And it requires time, one of our least available commodities these days.

A range of professional assistance is available to the investor who seeks help. Stockbrokers, financial planners, bankers, lawyers, and insurance salesmen can provide assistance. There are, however, key benefits in choosing an independent investment adviser such as Wright Asset Management.


Why Wright Asset Management?

Detailed Analysis of Your Needs

The most important benefit of working with Wright Asset Management is that your portfolio will be designed to meet your particular needs. Before providing investment advice, Wright Asset Management will work with you to analyze your investment requirements and define your objectives. Along with many other factors, we will consider your investment time horizon, growth and income needs, tax circumstances, and attitude toward risk.

Accessibility and An Ongoing Relationship

You will benefit from working with Wright Asset Management because we are always available to you and your family. When your financial position changes, or when there is a change in the tax code or the economic outlook, we will review your needs and work with you to adjust to the changes. Our investment advisory service is continuous. We monitor your portfolio on an ongoing basis and keep in touch with you to keep your portfolio up to date.

Unbiased Advice

When you work with Wright Asset Management, you receive unbiased professional advice that is not prompted by potential commissions. We do not participate in any commissions generated by transactions in your account. In fact, we work with you to help reduce or eliminate commissions. Thus, there is no motivation for us to suggest transaction for reasons other than to meet your objectives. You are confident that there is no conflict of interest since the success of our company is based solely on the success that we create for you in achieving your personal investment goals.


How does Wright Asset Management work with you?

We work closely with you to establish your investment objectives. To do this, we assemble information on your investment needs and resources by using our detailed questionnaire and by meeting with you. This process ultimately leads to a plan for the appropriate allocation of your assets. Only then will we make decisions on specific investments that you own or plan to acquire.

We work closely with you throughout this entire process and document each meeting with written correspondence. Following the initial round of evaluation and possible realignment of your investments, we provide you with quarterly portfolio reports and written commentary. Our management is not discretionary; we confer with you about all investment changes.

Our clients generally work with discount brokers and may invest in no load mutual funds. They either hold their securities themselves or have them held by a broker. We will help you determine what is most appropriate for your account.


Fees

Our annual fee is 1% of the principal amount under management payable quarterly or yearly in advance. This fee covers all consultations and reporting that we provide.

On occasion, we are asked for planning advice where ongoing management is not required. In such cases we provide one time investment planning advice on an hourly basis at $225 per hour.


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