Client Service Process

One of the unique aspects of our client-first philosophy is the attention we offer to each and every relationship.

Our clients benefit from an exceptional level of attentiveness and responsiveness across the organization, which we believe is unsurpassed by larger institutions.

Each of Wainwright’s clients is generally assigned a team consisting of a lead advisor, a research analyst, and an operations professional, and clients are welcome to interact with any Wainwright team member at any time.

  • Evaluate Your Current Investment Exposure
  • Develop Investment Policy Inputs
  • Perform Asset Allocation Analysis
  • Construct Your Portfolio
  • Monitor, Educate and Communicate