Our Founder


The Founder & Chief Investment Officer

Mr. Wright came to money management with a traditional pedigree (BYU Chemical Engineering undergrad and Stanford MBA), but an atypical career path.  He is decidedly not Wall Street.

His hands-on education has come from decades of working with top Management across a wide variety of industries and functional areas.  With McKinsey & Company, he consulted for some of the very largest companies in the world, only to leave and join a tiny 2 person Internet startup.  He’s worked across industries as diverse as technology (HP), manufacturing (GM), retail (AutoZone), hospitality (United), and energy (Exxon).  Across companies and industries, his role was to understand and dramatically improve company-wide profitability. 

Mr. Wright transitioned from corporate management to money management after successfully investing his own money, with compound annual gains of over 30%/year*.  He multiplied his retirement account 13.3x in less than 10 years with no leverage and a diversified portfolio of individual stocks.

To buy a stock is to invest in the future profitability of the underlying business.  Regardless of investment size, industry, or focus area, Mr. Wright’s broad background in corporate strategy and execution provides him a unique perspective to understand that future profitability. 

Check the background of a financial professional (CRD#311664) https://brokercheck.finra.org/search/genericsearch/grid

* Information presented herein is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.  Individual investment results vary. The performance calculations have not been audited by any third party.