Guidelines

What kind of business does Wilshire Associates do?

What kind of business does Wilshire Associates do?

Since its founding in 1972, Wilshire has evolved from an investment technology firm into a global advisory company specializing in investment products, consulting services, and technology solutions.

How much money does Wilshire consulting have in assets?

As of 3/31/21, Wilshire Consulting has over $1 trillion in assets under advisement, of which over $11 billion is discretionary assets under management. In the mid-1990s, Wilshire launched its first Private Equity fund of funds, meeting institutional investors’ growing appetite for alternative investments.

Who was the founder of Wilshire investment management?

Wilshire was founded in 1972 by Dennis Tito, who was an early pioneer of applying computer-based technologies to investment applications. Since the early 1970s, the firm developed from a technology firm into an investment management operation.

How to obtain a Wilshire Funds Management License?

Please contact [email protected] for information on how to obtain a valid license. Wilshire Funds Management (“WFM”), the global investment management business unit of Wilshire, is dedicated to helping our financial intermediary clients distinguish themselves in today’s highly competitive financial services industry.

What kind of Consulting does Wilshire consulting do?

Established in 1981, Wilshire Consulting provides customized consulting and investment solutions, including outsourced-CIO (OCIO) services.

What is the mission of the Wilshire group?

Wilshire’s mission is to deliver better investment solutions that deliver impact and value for our clients. As the world’s leading data, analytics and investment solutions provider we improve outcomes for investors globally.

How long has Wilshire been in the investment industry?

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.