Wrightpoint Wealth

Wrightpoint Wealth LLC operates as an investment manager offering discretionary portfolio management and model‑based allocations for pooled or institutional mandates as well as individual, trust, and high‑net‑worth accounts. Its services include proprietary model portfolios and the ability to assign third‑party model portfolios from Altruist LLC’s Model Marketplace, together with complimentary financial planning access via ProjectionLab and optional use of the Pralana retirement calculator.

The firm’s investment approach blends fundamental and quantitative analysis with modern portfolio theory, employing long‑term holdings, direct indexing, risk‑parity allocations, leveraged ETF exposure where appropriate, and tactical factor rotation implemented primarily through ETFs and individual equities. Accounts are managed on a discretionary basis, with model‑specific risks disclosed (for example, tracking error and active rotation risk for the factor rotation model), and execution and custody conducted via the Altruist platform.

Compared with many peers, Wrightpoint both develops multiple proprietary strategies (including a recently added factor rotation model, alternatives, opportunistic value, and defensive models) and assigns external third‑party models through a model marketplace — an uncommon selection‑of‑other‑advisers practice for a manager of its size. The firm also highlights operational features that are atypical for small managers, such as enterprise‑grade AI tools configured for zero‑training/zero‑retention and enhanced data security (hardware‑backed MFA and zero‑knowledge encryption), and it requires Altruist as the sole qualified custodian for account execution and custody.