Wilshire Managed Portfolios offer financial advisors access to a range of institutional quality, outcome-oriented investment solutions through a variety of broker dealers and third-party investment management platforms. We currently provide model portfolios on the following platforms:
Adhesion Wealth Advisor Solutions | Envestnet | EQIS Capital Management | Hanlon | Mid Atlantic Capital Group | Orion Portfolio Solutions | TD Ameritrade Institutional
Please contact us directly to learn more about accessing Wilshire Managed Portfolios: » 1-855-626-8281 » managedportfolios@wilshire.com
Adhesion Wealth Advisor Solutions, founded in 1999, offers RIAs a highly personalized, open architecture UMA platform that delivers their essential investment services—reporting, reconciliation, trading and monitoring. Focused exclusively on RIAs, Adhesion is the only integrated UMA platform with the flexibility to deliver an advisor’s unique investment and business model. Located in Charlotte, NC, Adhesion currently has more than $13 billion in assets under administration.
Please contact Adhesion at: » www.adhesionwealth.com » solutions@adhesionwealth.com
Envestnet is one of the largest providers of wealth management solutions in the industry, offering advisors an open-architecture, web-based productivity hub that is a gateway to leading investment managers and strategists, practice management tools, and comprehensive portfolio management options.
Please contact Envestnet at: » Envestnet.com
EQIS is an investing platform that gives investors with $25,000 or more access to many of the investing advantages that ultra high net worth investors have enjoyed for decades, including separately managed accounts (SMAs) with multiple institutional money managers, broad diversification, transparency and tax efficiency. Sophisticated, cloud-based, easy-to-use and fee-based, EQIS is backed by dedicated advisor support making the entire proposal, account-opening, and client reporting processes fast and efficient. By providing tools that inform the investor, as well as creating a platform that is accessible by both the advisor as well as their clients, EQIS puts advisors and clients on the same side of the table.
Please contact EQIS at: » 1-800-949-9936 » www.public.EQIS.com
The Hanlon Managed Account Platform is a comprehensive, fully-integrated wealth management solution with the power to streamline Advisor’s businesses and dramatically elevate the advice and service they provide to clients. The Hanlon Managed Account Platform provides a simplified approach to creating an asset allocation plan.
Please contact Hanlon at: » Marketing@Hanlon.com » www.hanlon.com/asset-management/managed-acct-platform/
ModelxChange is Mid Atlantic Trust Company’s open-architecture model management platform that allows advisors and third-party asset managers to build, manage, and rebalance strategies at a global level across accounts. The models can be utilized by qualified retirement plans through record keepers as well as by individual high net worth clients. This highly scalable solution allows for more flexibility and efficiency not only for managers, but also for investors.
Please contact Mid Atlantic at: » 1-800-693-7800 » https://www.macg.com/
Orion Portfolio Solutions (OPS) is a turnkey asset management program that seamlessly integrates technology that is equal parts intuitive and powerful, with flexible investment options and hands-on product support.
Please contact Orion Portfolio Solutions at: » 1-800-379-2513 press option 3 for advisors » info@orion.com » www.orionportfoliosolutions.com
Model Market Center offers advisors access to a vast selection of third-party models to select from—right within iRebal on Veo, the powerful rebalancing tool available at no additional cost for accounts held with TD Ameritrade Institutional.
With convenient access to established models from well-known asset management firms, like Wilshire, the Model Market Center can help advisors gain flexibility, reduce costs, and maintain control of trading and rebalancing. With the Model Market Center, Advisors can save time and bring efficiency to their overall investment management processes, allowing advisors to spend more time serving clients.
For Registered Investment Advisors who custody their assets at TD Ameritrade Institutional, Wilshire Portfolios are available in iRebal Model Market Center.
You may invest directly in the Wilshire Mutual Funds without a transaction or trading fee. You can download a prospectus here. Please read the prospectus carefully before you invest or send money. To receive a prospectus and/or application by mail, please write to the transfer agent at the following address:
By clicking on the links below, you can download forms in Portable Document Format (PDF). To view or print, you will need a copy of Adobe Reader, which is available free of charge.
Download/View PDF
» Request these files as hard copies
You should consider the Fund’s investment objectives, risks, charges, and expenses carefully before you invest. The Fund’s prospectus, which can be obtained here, or by calling 1-866-591-1568, contains this and other information about the fund. Read the prospectus carefully before you invest or send money.
Distributed by Compass Distributors, LLC. Please send questions or comments to wilfunds@wilshire.com or WILSHIRE MUTUAL FUNDS, INC., P.O. Box 219512 Kansas City, MO 64121-9512. Check the background of Compass Distributors, LLC, on FINRA’s BrokerCheck.
©2020 by Wilshire Mutual Funds, Inc., 1299 Ocean Avenue, Suite 700, Santa Monica, California, 90401-1085, USA. All rights reserved.
To learn more about Wilshire Advisor Solutions please call: 1-855-626-8281
This material is intended for informational purposes only and should not be construed as legal, accounting, tax, investment, or other professional advice; nor is it a recommendation or solicitation to purchase or sell any security or to adopt any specific investment strategy. This material represents the current opinion of Wilshire and is subject to change without notice. Information herein which has been obtained from third parties is based on sources believed to be reliable. Wilshire Funds Management does not represent that such information is accurate. Statistical data contained herein is as of the dates noted and such information should not be relied on or be the basis for an investment decision. Past performance is not indicative of future results. Investing involves risk including loss of principal.
© Wilshire Associates Incorporated | Privacy Policy | Powered by PRI