Source: DALBAR and Wilshire CooperativeSM. Average equity investor, bond investor, asset allocation investor and inflation data from DALBAR. Average institutional investor is represented by Total Fund Public Sponsors per Wilshire CooperativeSM.
Wilshire’s 30+ years serving the institutional investor community informs our belief that global diversification, best-of-breed manager research, and access to alternative asset classes* can lead to better outcomes for investors. Through our lineup of managed portfolios, we offer the financial advisor community access to our experience.
*Alternative investments are subject to a number of risks and are not suitable for all investors.
Sophisticated institutional investors utilize a comprehensive set of investment and trading tools to effectively manage portfolios. In the private wealth marketplace, financial advisors seek a similar set of solutions designed to select and monitor investments, construct asset allocation models, and trade and rebalance accounts, all while maintaining their obligations as advisors. The Wilshire Wealth Management Solutions platform provides:
Wilshire’s mutual funds deliver access to institutional-caliber money managers. Our proprietary research gives us a unique perspective—and insight—into the capabilities of each asset manager, allowing us to identify those that best fit into our multi-manager funds.
Managing your obligations as a fiduciary can be challenging. As a plan sponsor you are required to navigate the landscape of available investment managers, monitor plan investments, and more. In response to these needs, Wilshire Associates offers plan sponsors ERISA 3(21) and 3(38) services. These services offer:
Investing involves risk including loss of principal. Asset allocation/diversification does not ensure a profit or protect against loss.
The information provided on this page is not intended to be comprehensive investment advice applicable to the circumstances of the individual. We strongly recommend you consult with a financial advisor prior to making any investment decisions.
1For complete information on the Wilshire Mutual Funds, including fees and expenses, please call 1-866-591-1568 for a prospectus. You should consider the Fund’s investment objectives, risks, charges, and expenses carefully before you invest.
Distributed by Ultimus Fund Distributors, LLC. Please send questions or comments to email@example.com or WILSHIRE MUTUAL FUNDS, INC., P.O. Box 219512 Kansas City, MO 64121-9512. Check the background of Ultimus Fund Distributors, LLC, on FINRA’s BrokerCheck.
This information is for information purposes only. This information represents the current opinion of the firm. Information herein which has been obtained from third parties are based on sources believed to be reliable. Wilshire Funds Management does not represent that such information it is accurate. Statistical data contained herein are as of the dates noted and such information should not be relied on or be the basis for an investment decision. Past performance is no guarantee of future results. Investing involves risk including loss of principal.