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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Wright Investors Service have?","answer":"Wright Investors Service has 7 investment adviser representatives registered with state securities authorities, out of 22 employees, and 9 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Wright Investors Service invest in?","answer":"At the end of its last fiscal year, Wright Investors Service’s separately managed accounts held 68% exchange-traded equities, 14% registered funds (mutual funds, ETFs, BDCs), 7% U.S. government and agency bonds, 5% investment grade corporate bonds, 3% state and local bonds and 2% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Wright Investors Service?","answer":"Wright Investors Service is owned through a chain of holding companies by Amit Khandwala. 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