Wilshire utilizes tested and proven investment theory and practices, enabling us to recommend practical solutions for our clients.
Wilshire produces insightful, independent research focused on addressing the investment challenges and opportunities facing our clients.
Wilshire provides innovative investment technology tools to hundreds of institutions, investment managers and plan sponsors worldwide.
Measuring and managing risks are complex tasks. For more than 40 years Wilshire has provided risk-focused investment solutions to institutional investors worldwide. That experience is the foundation of Wilshire’s Managed Portfolios, a series of outcome-oriented investment solutions designed for financial advisors.
Building on Wilshire’s success creating innovative investment solutions for many leading financial institutions, Wilshire’s Managed Portfolios provide independent broker dealers and registered investment advisors access to the type of investment discipline used by sophisticated institutional investors. Through these turnkey managed portfolios, financial advisors get access to institutional-caliber investment managers, Wilshire Funds Management’s dynamic asset allocation structures, and market-leading risk management expertise.
Our managed portfolios provide several practical solutions for advisors:
More information about Wilshire’s Managed Portfolios can be found at advisor.wilshire.com.