Funds Management

Our Solutions

Wilshire Funds Management provides a full range of solutions to financial institutions and intermediaries, ranging from advising on existing asset allocation programs or manager platforms to full-scale implementation of multi-asset class, multi-manager and alternative investment programs. Our clients include insurance companies, broker dealers, banks, retirement plan service providers, asset managers, hedge fund of funds and family offices. Our solutions range in approach and complexity, including asset allocation programs, ERISA 3(21) and 3(38) fiduciary services and retirement managed accounts, managed portfolios, and innovative custom solutions using hedge funds, risk premia and other alternative strategies.

Our Role

As a registered investment adviser, we can assume varying levels of responsibility depending on the engagement. We can act as an investment adviser, sub-adviser or consultant, combining our expertise with that of our client's to create outcome-oriented solutions that meet today's challenges.

Our Commitment

We understand the importance of a trusted brand and high quality service. To that end, we are committed to delivering superior service and field support to meet and exceed our clients’ expectations. Our high-touch client service model focuses on:

Planning: A Collaborative Approach

  • Wilshire draws on the experience gained from 30+ years consulting to institutional clients.
  • We collaborate with our clients to create customized outcome-oriented solutions 

Building: Dedicated relationship managers help fine-tune each solution

  • Wilshire Funds Management works with the client to engineer the optimal solution to meet the stated objective.
  • We assign an experienced relationship manager to each of our clients. The relationship manager serves as a single point of contact and coordinates the activities of the other professionals on the team.

Managing: A long-term mutually beneficial partnership

  • We structure training programs for clients' sales staff to help them educate distributors.
  • We also go on the road, explaining how Wilshire's investment methodologies, technology and expertise translate into investment results.

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