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2 Corporate Drive, Suite 770, Shelton, CT 06484

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FOCUS ON QUALITY

We are committed to providing clients with the highest quality investment
solutions that have the potential to deliver superior performance. It all begins
with quality research

Learn More

A CLEARLY DEFINED INVESTMENT APPROACH

Our time-tested process incorporates a combination of quantitative and
qualitative factors to help identify companies with above-average return
potential

Learn More

A 60-YEAR COMMITMENT TO EXCELLENCE

Since 1960 we have helped institutions, plan sponsors, trust departments, trust
companies, and individuals achieve their investment objectives

Learn More

FOCUS ON QUALITY

We are committed to providing clients with the highest quality investment
solutions that have the potential to deliver superior performance. It all begins
with quality research

Learn More

A CLEARLY DEFINED INVESTMENT APPROACH

Our time-tested process incorporates a combination of quantitative and
qualitative factors to help identify companies with above-average return
potential

Learn More

A 60-YEAR COMMITMENT TO EXCELLENCE

Since 1960 we have helped institutions, plan sponsors, trust departments, trust
companies, and individuals achieve their investment objectives

Learn More

FOCUS ON QUALITY

We are committed to providing clients with the highest quality investment
solutions that have the potential to deliver superior performance. It all begins
with quality research

Learn More


CLIENT-CENTRIC FOCUS


WE MEASURE OUR SUCCESS BY THE SUCCESS OF OUR CLIENTS

We are committed to acting in the best interest of our clients and adhere to a
sensible approach to managing assets that seeks to balance risk and return. Our
investment process is disciplined, repeatable and consistently applied to all
portfolios.

We operate with investment independence and offer the best of both worlds:
comprehensive enough to cater to your various investment management needs, yet
nimble enough to provide truly personalized service.


QUALITY: IT’S AT THE CORE OF EVERYTHING WE DO

Quality is the reason we believe our research stands above the rest. Our
rigorous selection process puts every prospective investment through a quality
rating review that considers 32 specific standards in four categories, including
liquidity, financial strength, profitability and stability and growth.

Learn more


EXCEPTIONAL SERVICES TO SUPPORT THREE TYPES OF CLIENTS 

We provide a high level of information and support for clients in three primary
areas. 

 1. Institutional Asset Management
 2. Trust Investment Management
 3. Private Asset Management

Learn more


FOUR AREAS OF SERVICE.

Find the service that best suits your needs.

 * Institutional Asset Management
   
   We assume fiduciary management of assets for pensions, retirement plans,
   endowments, foundations, municipalities and eleemosynary institutions.
   Learn More

 * Trust Investment Management
   
   We provide bank trust departments and trust companies the ability to
   partially or completely outsource their investment management function and
   grow their department.
   Learn More

 * Private Asset Management
   
   We deliver investment solutions to private investors for trusts and estates,
   private businesses, general investment accounts, and IRAs.
   Learn More

 * Research
   
   As the creator of Worldscope® Database, we are a recognized leader in global
   fundamental data, and offer institutional, private investors and academia
   corporate and industry research and analysis for their various needs.
   Learn More




HELPFUL CONTENT

Curated articles, videos, and more, for a financially savvier you.

THE POWER OF TAX-DEFERRED GROWTH

Why are 401(k) plans, annuities, and IRAs so popular?
Learn More

ESTATE MANAGEMENT CHECKLIST

Is your estate in order? This short quiz may help you assess your overall
strategy.
Learn More

WHAT IS MY CURRENT CASH FLOW?

Assess whether you are running “in the black” or “in the red” each month.
Learn More

CONTACT

Toll-Free: (800) 232-0013

Fax: 203-783-4401

2 Corporate Drive,

Suite 770



Shelton, CT 06484

inquiryresponse@wisi.com



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The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2021 FMG Suite.



Wright Investors' Service, Inc. is a certified Minority Owned Company 

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