Knowledge Center

The Wilshire Advisor Solutions Knowledge Center contains our video presentations, white papers, monthly and quarterly market commentaries, and product literature.

  Wilshire Total Allocation Portfolios Video Presentation

The Wilshire Total Allocation Portfolios take alternative investing to the next logical step—creating six risk-based strategic models that combine long only asset classes (stocks and bonds) with alternatives. The Wilshire Total Allocation Portfolios give financial advisors the tools necessary to confidently invest client assets in alternatives while maintaining the client’s established asset allocation strategy.

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  Thinking About Retirement? Best Practices for Adding Value to Your Practice Today (pdf)

What is your practice worth? Not what you think it’s worth, but what someone would actually pay for it. Chances are you weren’t handed a flourishing book of business from a family member or an in-law. Most likely you’ve spent years building your book of business, growing clients’ assets, and creating a successful practice for you and your family.

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