Utilize Wilshire’s long-standing investment research expertise and market leading technology solutions.
Leverage Wilshire’s dynamic market views and timely market commentary.
Access institutional research for managers on Wilshire’s Focus List and monitor investment exposures using the Wilshire Investment Surveillance Engine (WISE).
Access Wilshire’s capital market assumptions, asset allocation guidance, and portfolio construction advice to build institutional quality portfolios.
Provide a customized end-to-end solution from proposal generation to performance reporting that enables advisors to leverage Wilshire’s guidance to construct, implement, and monitor portfolios.
Employ Wilshire’s trading platform to build and implement custom client portfolios with a leading Unified Managed Account provider. Generate customized sleeve-level client performance reports for quarterly and ad-hoc client reviews.
Over the past 40 years, Wilshire’s innovations in asset allocation, manager research, and risk management have positioned the firm as a leading solutions provider to institutional investors. As a part of Wilshire’s continued effort to support financial advisors and their clients, Wilshire has launched an access point designed specifically for advisors of wealthy families to integrate institutional investment research and financial technology into their practices. The Wilshire Wealth Management Solutions platform gives advisors access to the resources necessary to optimize your investment process and improve operations and client outcomes while improving the efficiencies of their practices:
Investors may benefit from a robust investment process that is designed specifically to allow RIAs and family offices to leverage the institutional capabilities of Wilshire Associates:
Wilshire’s research process delivers:
*As of 12/31/16.
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.