U.S. Headquarters:
1500 Oxford Drive
Bethel Park, PA 15102
Our Promise
We will invest our client’s assets in the same manner and with the same diligence as is done with our own investments. We will practice our trade with scrupulous honesty and integrity.
Our Philosophy and Our Edge
We believe that it is impossible to predict in advance the best performing asset class. We believe that we are incapable of being successful as market timers. Therefore, our portfolios will all be prudently diversified among asset classes at all times. Each investment will have a margin of safety – one that can be demonstrated by figures, by persuasive reasoning, and by reference to a body of actual experience.
- Objectivity – We are fee-based and independent. Our only incentive is to generate good results.
- Diversification – We believe in diversification to reduce asset class risk but we also believe in selectively exploiting asset class opportunities.
- Discipline – Our discipline is based on rational decision rules and fundamental analysis. This mitigates sloppy decision making and emotionally based decision errors.
- Consultative Approach – Exceptionally in-depth research gives us access to highly skilled managers. We have personally interviewed and reviewed the quarterly performance of over 1000 mutual fund managers since 1990.
- Quality of Service – We tailor an investment plan to your needs.
Our Process
Our process emphasizes the management of risk. We make all investment decisions with a thorough understanding of downside risk. We do not choose managers based solely on past performance. Instead we identify managers whose philosophies are complimentary to each other and who are shareholder-oriented.
Our clients include: individuals, endowments, ERISA plans and other institutional clients
Our Performance
Because of our philosophy of diversification, we will never have the best-performing portfolio, by definition. Instead our portfolios are carefully constructed to reward clients in good times and in bad times.
Our investment approach: to add value through tactical asset allocation and careful investment manager selection
We aim for consistency.
Our Leadership Team
Kathleen S. Wright, CFA
Since beginning her career in 1973, Kathleen S. Wright has used her expertise in financial analysis and investment management in various executive positions.
In 2001, Kathe began her own business as an independent Registered Investment Advisor. Her expertise is in managing investments for high-net-worth individuals, businesses, hospitals, charitable foundations and non-profit organizations.
Before that, Kathe was a Senior Consultant with an investment consulting firm, Vice President and Treasurer of Allegheny Health, Education and Research Foundation, Treasury Analyst at Westinghouse Electric Corporation and Financial Analyst at Ford Motor Credit Corporation.
She received a B.S. in Mathematics from Allegheny College, where she graduated cum laude and Phi Beta Kappa. She also holds an M.S. from Carnegie Mellon University Graduate School of Industrial Administration. She was awarded the Chartered Financial Analyst designation from the CFA Institute, formerly the Association for Investment Management and Research, in 1994. She has completed the Adviser’s Course for investment fiduciary responsibility at the University of Pittsburgh Katz Graduate School of Business.
She is Director and past President and a member of the Board of Trustees of the Pittsburgh Society of Financial Analysts. She is currently a member of the Board of the Ronald McDonald House Charities. Kathe was the guest speaker at the 1995 Schwab Institutional Conference in San Francisco.
A. Gregory Lintner, CFA
Greg began his professional career in 1970. He has held numerous financial analysis and investment management positions.
From 1987 to 1999, he was a Senior Consultant with Yanni-Bilkey Asset Planning where he managed investments for high net-worth individuals. He also established investment programs for businesses, hospitals, charitable foundations and non-profit organizations.
Prior experience includes financial management and accounting positions with Westinghouse Electric Corporation and Mine Safety Appliances Company.
Greg received a B.S. in Business Administration from Franciscan University and an M.P.M. from the Heinz School at Carnegie Mellon University, where he graduated with Highest Honors. In 1985, he was awarded the Chartered Financial Analyst designation from the Association for Investment Management and Research. He is a member of the Board of Directors of The Greater Pittsburgh Community Food Bank, the President of the North Catholic Foundation, a member of the North Catholic Advisory Board, and Chairman of the Mt. Lebanon Pension Investment Advisory Board. He was recently awarded a Community Champion Award in recognition of his volunteer work for the Greater Pittsburgh Community Food Bank.
Our Business Model
Our clients understand the difference between investors and marketers.
- Small Firm, but with operational and technological backup.
- Independent, but with a sophisticated network of information sources.
- Objective with no conflicts of interest.
- Highest integrity in our firm and with our investment partners.
- Investment oriented with a focus on asset allocation and diversification.
- Strong proponent of education and continuing career development.
- Concentrate on high net worth individuals.
- Our business operates successfully by utilizing the strengths of the Principals, such as one-to-one contact, superior service, investment intelligence, hard-wired personality, independence of thought.
Please be aware that Wright Associates has a portfolio minimum of $500,000 to accept inquiries through this directory.
