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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

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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.

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