Asset Management

Private Client Asset Management

The investment management philosophy of IQ Trends Private Client Asset Management (Private Client) is based on the investment concepts illustrated throughout the Investment Quality Trends newsletter, which are based on an original interpretation of the Dividend-Yield Theory, form the basis of the Dividend-Value Strategy.

View Asset Management for more information or contact Kelley Wright at (866) 927-5250 ext 202 or

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Legends of Wall Street Cruise

January 12 - 22, 2018:  Panama to San Diego

Forbes cruises are an innovative and interesting way to combine learning with leisure and offer a one-of-a-kind experience. This is an opportunity unlike any other where you will mingle with Steve Forbes, other experts, and like-minded cruisers, getting to know one another, and getting your specific questions answered during receptions and gourmet dinners. Come away relaxed, rejuvenated, and with a wealth of expert strategies to help you make more profitable investments. Experience six-star service aboard Crystal Cruises while sailing to far-and-away places with beyond-imaginable scenery. There is no better reward then a life-enriching Forbes cruise experience.


Latest Clicks

If you haven't had a chance to go to a workshop or see Kelley in person, here's some clips discussing market topics.

Learn about IQT philosophies and how to get the most from the newsletter.

Are Utilities About to Rollover?

Kelley Wright discusses how the Dow Jones Utility Average has performed well since March and why this trend may change soon.

Shifts Within the Tech Sector

Kelley Wright highlights the criteria he looks at when analyzing stocks and provides recommendations within the tech sector.

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