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Wright’s Fiduciary Approach to Fixed Income Portfolio Structure
Wright’s objective in fixed income management is to preserve
client capital; thus, high-yield (junk) or derivative securities are
not included. Then Wright seeks through active fixed income
management to produce a superior rate of return of income and
principal. To achieve this, Wright employs strategic structuring of
portfolio duration in anticipation of changes in interest rate
trends and makes asset allocations among market sectors based on
relative attractiveness.
Wright
Fixed Income Portfolios
Minimum portfolio size: $500,000
- Aggregate: Total Return
Fixed Income
- Intermediate
Government/Credit
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Other
Specialty Fixed Income Portfolios
Minimum portfolio size: $500,000
- Laddered Bond Portfolios
- Municipal Bond Portfolios
- Dedicated Bond Portfolios
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Wright designs a wide variety of equity and fixed income
portfolios to perform against a wide variety of client benchmarks,
and to meet specific client requirements. |
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