Investment Consulting

Established in 1981, Wilshire Consulting provides customized consulting and investment solutions, including outsourced-CIO services, to some of the nation’s largest corporate and public retirement plans, endowments and foundations, major insurance companies and healthcare systems. Currently, Wilshire Consulting provides consulting services to 125 clients with combined total assets of over $1 trillion (as of 12/31/2014). Wilshire Consulting is a business unit of Wilshire Associates. 

Mission statement

Wilshire Consulting serves institutional clients with custom solutions including advisory consulting, discretionary management, investment technology resources and actuarial services. Our clients’ satisfaction defines our position as a premier, employee-owned investment consulting firm.

Client profile

Wilshire Consulting’s client base includes 125 corporate and public defined contribution and defined benefit pension funds, foundations, endowments, healthcare, and insurance companies.

We also provide discretionary consulting services, tailored to each client’s unique objectives and risk tolerances.

Competitive advantages

We distinguish our investment consulting services from those of our competitors based on the experience of our consultants, our proprietary investment technology, culture of risk management and our investment research. In addition, we are also characterized by our unique service delivery model.

Consultant experience

Wilshire's consultants have diverse backgrounds with experience in the investment management, plan sponsor, and custody businesses. Our senior consultants provide client service through a dedicated team structure, with specialized support provided by departments within Wilshire Consulting. Wilshire’s senior consulting staff averages over 13 years at Wilshire and 21 years with the industry. Moreover, 87% have post-graduate degrees and 73% hold the Chartered Financial Analyst designation.

Proprietary investment technology

Wilshire has been building commercial investment analytics for 40 years and earned a leadership position in the industry by consistently delivering innovative investment research and services to the institutional market. Our clients trust Wilshire to transform complex theory into practical applications.

Culture of risk management

Wilshire Consulting’s expertise in building risk models helps us understand the benefits and limitations inherent in many common approaches fund sponsors use to make investment decisions. We are able to manage the transition from theory to practice, with the goal of helping clients manage, rather than eliminate, risk. Wilshire advises clients on the best ways to implement a culture of risk accountability.

Investment research capabilities

Investing requires the union of both art and science. Accordingly, Wilshire relies on a combination of independent research, performed by a dedicated research team, along with client-driven advocacy through consultant involvement in the research process. We’re known for the depth and breadth of our research topics as well as our thoughtful recommendations.

Service Delivery Model

We believe that each client is unique, with an individual set of investment challenges. To meet those challenges, Wilshire combines two prominent service models in investment consulting today - centralized resources and dedicated client service. This gives each client the personalized attention available through a smaller firm, as well as the resources of a large firm.

For more information, contact consulting@wilshire.com or call 310.260.7208.

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