Kelley Wright Bio & Archive

Financial Sense Market Commentator

BIO

Kelley Wright is Chief Investment Officer and portfolio manager at I Q Trends Private Client Asset Management, a registered investment advisory company. Additionally, he is Managing Editor of the Investment Quality Trends newsletter.

Kelley’s interest in stocks and investing was the result of his relationship with his grandfather, a small business owner whose investment philosophy was formed by his experiences during the Great Depression. With everyday life as a classroom, Kelley learned the building blocks of business and how to discern quality offered at good value. From construction sites to the family vegetable garden the experience of one generation was passed with love to the next.

In college Kelley made a connection between the lessons of his youth and his course work in business and economics. It was during the introduction to securities analysis that Kelley discovered the lessons from his grandfather were similar to the basics of value investing as taught by Charles Dow and Benjamin Graham. This link from the past to the present was the linchpin that cemented his interest in all things associated with stocks and investing.

Beginning in 1984, Kelley has worked for both wire houses and private boutiques as a Registered Representative and Registered Principal. In 1989 Kelley transitioned from retail brokerage to fee only investment management, eventually serving as Chief Investment Officer to three investment management firms.

In 2002 Kelley was handpicked by the legendary Geraldine Weiss to succeed her as Managing Editor of the number one rated INVESTMENT QUALITY TRENDS newsletter she started in 1966.

Kelley is an active lecturer nationwide, a participant in the MSN Money Strategy Lab, and frequent guest on both television and radio. He has been published by BARRON’S, BOTTOM LINE PERSONAL, BUSINESSWEEK, FORBES, THE ECONOMIST, MARKETWATCH.COM, and many others. Kelley is the author of Dividends Still Don’t Lie.

OBSERVATIONS ARCHIVES

05/05/2010 The Wall of Worry
03/25/2010 Do Not Discount the Wall of Worry
02/25/2010 Value Isn't Relative
01/28/2010 The Dividend-Yield Theory and the Dow Jones Industrial Average

Contact Information

Kelley Wright | CIO & Portfolio Manager, IQ Trends Private Client Asset Management; Managing Editor, Investment Quality Trends | 2888 Loker Avenue East, Suite 116 | Carlsbad, CA 92010 | Phone Toll Free: (866) 927-5250 Fax Toll Free: (866) 927-5251 | Website