Investment Consulting

Outsourced CIO (OCIO)

Wilshire Consulting began providing discretionary consulting solutions to clients in 2001. Rooted in Wilshire’s three decades of experience, our investment expertise lies in the selection of investment managers, the blending of multiple managers to control risk, and the monitoring of these investment solutions to help enhance risk-adjusted performance and make necessary changes in a timely manner. We provide customized investment programs based on the risk tolerance of the sponsors we represent.

Services

Wilshire's Discretionary Consulting Group is structured to provide the following services:
  • Asset / Liability
  • Valuation and Recommendation
  • Investment Structure
  • Manager Selection
  • Other Services
    • Monthly reporting
    • Cash flow management
    • Rebalancing: maintaining the appropriate asset allocation within each target date fund and maintaining target manager allocations within multi-manager funds.
    • Other cash management: cash flows required to pay manager fees or other plan expenses.

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