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Wright Benefit Advisors Inc.
WRIGHT BENEFIT ADVISORS INC. is a state-registered investment adviser in LAKE BLUFF, IL. The firm manages $32 million in assets, $6 million on a...
Overview
WRIGHT BENEFIT ADVISORS INC. is a state-registered investment adviser in LAKE BLUFF, IL. The firm manages $32 million in assets, $6 million on a discretionary basis. It has 2 employees and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
What services does Wright Benefit Advisors provide?
Wright Benefit Advisors offers investment advisory and benefit consulting services, including retirement plan design and administration, health & welfare benefits, and fiduciary investment management (per the firm's SEC ADV filing). The firm acts as an ERISA 3(21) or 3(38) fiduciary for plan sponsors.
What investment vehicles does Wright Benefit Advisors typically use?
The firm primarily uses third-party mutual funds, ETFs, separately managed accounts, and collective investment trusts for plan assets. Direct investments and alternative assets such as private equity are utilized sparingly and only through commingled funds (per public disclosures).
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