Investment Consulting

Established in 1981, Wilshire Consulting, a business unit of Wilshire Associates provides customized investment solutions to public and corporate defined benefit and defined contribution pension funds, endowments, foundations, healthcare, and insurance companies. Currently, Wilshire Consulting provides services to 125 clients representing more than $958 billion assets under advisement (as of 12/31/2013).

Mission statement

To serve our institutional clients by delivering high-quality investment consulting advice, products and services. The continued satisfaction of our clients defines our position as a premier, active key employee-owned, investment consulting firm.

Client profile

Wilshire Consulting provides customized investment solutions to 125 corporate and public defined contribution and defined benefit pension funds, foundations, endowments, healthcare, and insurance companies.

Wilshire Consulting also provides discretionary consulting services. Rooted in Wilshire's three decades of experience, we provide customized investment programs based on the risk tolerance of the sponsors we represent.

Competitive advantages

Wilshire differentiates itself from competitors in terms of research, technology, experience, and business model.

Research Capabilities

A combination of independent research, performed by a dedicated research team, coupled with client-driven advocacy through consultant involvement in the research process.

Investment Technology Resources

Investment technologies and the application of investment technologies to solve investment-related problems.

Experienced Staff

Wilshire's consulting staff is organized into consulting teams, each with their own dedicated research and support staff while also sharing firm wide research and operational support resources. Each consulting team serves a diversified client base, which includes corporate and public fund sponsors, endowment and foundation funds, and non-profit institutional investors.

Wilshire's consultants have diverse backgrounds with experience in the investment management, plan sponsor, and custody businesses. Our high-quality, long tenured consultants provide client service through a dedicated team structure. Wilshire senior consultants average nearly 12 years with Wilshire and 17 years with the industry; 94% have post-graduate degrees and 75% hold the Chartered Financial Analyst designation.

Service Delivery Model

We combine two prominent service models in investment consulting today - centralized resources and dedicated client service - to provide each client with the personalized attention benefits of a small firm and the resources of a large firm.

For more information, contact or call 310.260.7208.

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