Multiple Solutions
The Wright Multiple Fund
Family Asset Allocation Solution for Investors with $100,000 or More
to Invest.
This professionally managed mutual
fund account is constructed using a combination of Wright funds and
funds from other well-known investment managers selected by Wright.
The selection of outside funds for use in this account is supervised
by the Investment Committee and includes a detailed evaluation of
the quality of the holdings in the fund, the consistency and quality
of the fund’s performance, and the suitability of the fund for the
clients’ investment objectives.
Asset allocation is also supervised
by the Investment Committee, based on several models, including:
- Managed Growth
- Managed Growth with Income
- Managed Income with Growth
- Managed Income with Moderate Growth
- Managed Income
Mutual fund families considered for
use in this account include:
- Wright Investors
- American Century
- Federated Investors
- Neuberger Berman
- Warburg Pincus
|