As a broker dealer or bank investment management service provider, the ability to deliver robust, consistent and customizable investment solutions to investors is key to your organization’s success. Wilshire’s recognition of this need led to the development of the Wilshire Wealth Management Platform, a turn-key wealth management solution that delivers goal oriented strategies across an investor’s household of accounts.
At each step of the investment process, the integrity of a solution can be compromised. Wilshire Wealth Management preserves the integrity of the solution through control, customization and transparency in order to better implement and manage the "Best" solution with true Unified Managed Household (UMH) capability. High-net-worth investors will now have access to Wilshire's institutional investment strategies via an industry leading wealth management platform.