IMPORTANT NOTICE: FOR INSTITUTIONAL INVESTORS ONLY
The materials and information contained on this section of our website are intended solely for Institutional Investors, Qualified Purchasers and Accredited Investors (as defined under applicable U.S. securities laws) and Professional Clients and Eligible Counterparties (as defined under MiFID II and the UK FCA rules). The content is not directed to, and may not be used or relied upon by, retail investors in any jurisdiction.
By clicking, “I Agree” below, you confirm that:
If you are not an eligible investor or do not agree to the above, please select “I Do Not Agree” and you will automatically exit this page.
Diversified asset allocation portfolios with liquid alternatives
Asset allocation portfolios with ETF investments
Standalone liquid alternatives portfolios
‘Go-anywhere’ fixed income portfolios for taxable and tax-free income
Cost-effective, high-quality portfolios for smaller client accounts
Wilshire Managed Portfolios offers financial advisors access to a range of institutional-quality, outcome-oriented investment solutions through a variety of broker-dealers and third-party investment management platforms.
www.orionportfoliosolutions.com
info@orion.com
+1 800 379 2513 (press 3 for advisor)
Please contact us directly to learn more about our managed portfolios:
Wilshire has been applying highly tested theories and approaches to our client solutions since 1981.
Our clients rely on us to improve investment outcomes for a better future.