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Materials in this section are intended only for financial professionals such as independent broker dealers and registered investment advisors. It is not intended for the general public.

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Managed portfolios

Time-saving solutions built on institutional expertise

Investment portfolios are never static. Our dynamic approach to managing portfolios allows us to deliver agile solutions designed to meet your investment objectives.

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Diversified asset allocation portfolios with liquid alternatives

olioz ETFs

Asset allocation portfolios with ETF investments

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Standalone liquid alternatives portfolios

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‘Go-anywhere’ fixed income portfolios for taxable and tax-free income

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Cost-effective, high-quality portfolios for smaller client accounts

Wilshire Diversified Alternatives Portfolio
Wilshire Active Equity Income Portfolio
Wilshire Active Tax Free Income Portfolio
Wilshire Active Income Portfolio
Wilshire Investor Portfolios
Wilshire ESG Portfolios
Wilshire Hybrid ETF Tax Sensitive Portfolios
Wilshire Global ETF Allocation Portfolios
Wilshire Premier+ Allocation Portfolios
Wilshire Premier Allocation Tax Sensitive Portfolios
Wilshire Premier Allocation Portfolios

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.

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Wilshire has been applying highly tested theories and approaches to our client solutions since 1981.

You can count on our team of experts to help improve investment outcomes for a better future.

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