Matt Wright, CFA®
Matt joined Modus Advisors in 2009, as an Associate Portfolio Strategist, following five years of experience with other local wealth management firms. He assists in researching investment opportunities, creating innovative strategies to address client goals, and managing client portfolios.
Another significant role for Matt is in communicating the investment strategy to clients. He believes that simplifying and clarifying the investment process are critical responsibilities an investment manager owes to clients. When clients entrust their wealth with Modus Advisors, they deserve to know how it is being managed and why it will help them towards their goals.