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If
you are starting a trust department...
We
can help.
Most
start-ups do not have the time or resources to build and operate a
fully functioning investment services department. Wright
Investors’ Service can equip you with turn-key investment
management capabilities, with expertise in diversifying
investments to meet fiduciary requirements and compliance with the
Prudent Investor Act. From the very first day, you will have in
place domestic and international equity investment expertise,
fixed income expertise, a decade-plus investment track
record, and a client service officer who will help you
present to prospects and service clients. With a world-class
investment advisor in place, an array of products and services to
offer, and the support of a client service officer, you will be
able to concentrate on your most important task – building your
client base.
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