Investment Consulting

Outsourced CIO (OCIO)

Wilshire Consulting began providing discretionary consulting solutions to institutional tax-exempt clients in 2001. Rooted in Wilshire’s four decades of experience, our investment expertise lies in selecting investment managers, blending multiple managers to control investment risk, and monitoring these investment solutions to help enhance risk-adjusted performance. We provide customized investment programs based on the risk tolerance of the institutions we represent. 

Services

Wilshire's Discretionary Consulting Group provides these services:

  • Asset/liability valuation
  • Investment structure
  • Manager selection
  • Monthly reporting
  • Cash flow management
  • Rebalancing asset allocations and target manager allocations
  • Other cash management

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