Wilshire Wealth Management Solutions

Enhance Your Investment Process. Invest Like an Institution.

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 task is daunting, but the goal is clear: Financial advisors need to optimize their businesses in order to deliver better client outcomes in an increasingly competitive marketplace. The Wilshire Wealth Management Solutions platform provides:

AccessAccess

Utilize Wilshire’s long-standing investment research expertise and market leading technology solutions.

InsightInsight

Leverage Wilshire’s dynamic market views and timely market commentary.

 

ResearchResearch

Access institutional research for managers on Wilshire’s Focus List and monitor investment exposures using the Wilshire Investment Surveillance Engine (WISE).

Asset AllocationAsset Allocation

Access Wilshire’s capital market assumptions, asset allocation guidance, and portfolio construction advice to build institutional quality portfolios.

 

ImplementationImplementation

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.

TechnologyTechnology

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:

  • Get access to a variety of institutional quality managers for which Wilshire acts as the intermediary between the advisor and manager.
  • Seek lower cost investment solutions using fees negotiated by Wilshire for the platform.
  • Deliver more efficient portfolio management to your clients.
  • Take advantage of our technologically robust user interface by delegating trades through the platform, allowing Wilshire to implement trades in a more efficient manner.
 

Investment Process Review our full manager research process ยป

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:

  • Multiple levels of qualitative and quantitative due diligence.
  • Ongoing monitoring of investment managers.
  • Access institutional managers, drive down investment fees, and deliver more efficient portfolio management to your clients.

Wilshire’s research process delivers:

  • Detailed strategy description.
  • Performance analysis.
  • Risk profile and attribution analysis.
  • Asset class and style information.
  • Coverage of multiple methods of investing (mutual funds, LPs, separate accounts, unified managed accounts).
  • Comprehensive due diligence packages are prepared for select strategies.

Alternative Solutions

 
Access Points Description Alternative Strategies
Liquid
Alternatives
Research recommendations in alternative categories best suited to provide daily liquidity. Equity Hedge
Event Driven
Global Macro
Relative Value
Arbitrage
Direct Hedge
Fund Investments
Hedge Fund Focus List for direct investments most appropriate for ultra-high net worth investors and institutions.
Hedge Fund
of Funds
High conviction fund of funds for added diversification and lower minimum investments for high net worth investors. Multi-Strategies
Risk Premia Access diversified opportunity set of risk premia strategies. Opportunistic
Multi-Strategy
Hedging Strategies
Private Investments Access Wilshire Private Markets for customized investment solutions and private capital investment research. Private Equity
Private Credit
Private Real Assets
 

For more information on Wilshire Wealth Management Solutions:

1-855-626-8281
managedportfolios@wilshire.com

 
Why Wilshire?
  • Approximately $36 BILLION in ERISA 3(21) & 3(38) fiduciary services serving over 8,000 PLANS*divider
  • More than 1,200 INVESTMENT MANAGER MEETINGS annuallydivider
  • More than 70 INVESTMENT PROFESSIONALS contributing to investment manager research*

*As of 12/31/15.