Funds Management

Our Solutions

We provide a full complement of solutions to financial institutions, ranging from advising on existing asset allocation programs or manager platforms to full-scale implementation of multi-discipline, multi-manager investment programs for insurance companies, broker dealers, banks, retirement plan service providers, as well as asset managers, hedge fund of funds and family offices. These solutions range in approach and complexity, including: traditional asset allocation programs, fiduciary services and retirement managed accounts delivered through plan providers, technology-based wealth management solutions, as well as innovative custom solutions using hedge funds and other non-traditional strategies.

Our Role

As a registered investment adviser, we can assume varying levels of responsibility, depending on the assignment. We can act as an investment adviser, sub-adviser or consultant-combining our expertise with that of our client's to create 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 the required branding and field support to meet the ultimate objective of the programs we serve, raising assets. Our high-touch client service model focuses on:

Planning: A Collaborative Approach

  • Wilshire draws on its experience gained from consulting to institutional clients.
  • We collaborate with our clients to create solutions that capitalize on opportunities identified.
  • We customize solutions to meet client-defined needs and objectives.

Building: Dedicated Wilshire relationship managers help fine-tune each solution

  • Wilshire works with the client to engineer the optimal solution to meet the stated objective.
  • We test every aspect of the solution to ensure that investment objectives remain consistent in a variety of market scenarios.
  • 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 staffs 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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