Agile and forward-thinking investment management firm.
Wilshire Phoenix was established with the premise and belief that a more transparent, agile, and forward-thinking investment management firm is needed by a rapidly evolving client and investor base. Our leadership team brings multi-decade financial experience across various asset classes. We are keen to innovate to help our clients achieve their goals in the ever-changing financial landscape and we endeavor to create lifelong, trusted relationships.
We believe that giving back is one of the most important things that any business can do. Philanthropy is a core value of Wilshire Phoenix. It is an honor for us to assist foundations, charitable organizations, and our local community.
Our firm was created with the premise and belief that a more agile and forward-thinking investment management firm is needed by a rapidly evolving client base. Clients choose Wilshire for our transparency, integrity, client service experience, and our team’s proven record of success in the financial services industry.
We are focused on innovation to help our clients and investors achieve their goals in an ever-changing financial landscape, and we are proud to create lifelong relationships along the way.
How we think
Wilshire Phoenix is extremely passionate and devoted to helping each of our clients reach their goals. We also believe that giving back is among the most important and valuable things any business can do.
We are proud to partner with and support the vital work of the foundations and charities below, helping them achieve their goals as we reach ours. By donating 10% of all our profits to these important philanthropic organizations, we truly hope to make a lasting difference.
Our firm is proud to be at the forefront of financial innovation and market developments, while also providing modern, tailored, client service solutions. With our team’s diverse financial backgrounds, we are equipped to structure transactions and provide asset management solutions in both the traditional and alternative asset spaces.
The fundamental premise upon which Wilshire Phoenix was built is to fulfill the needs of a rapidly evolving client and investor base. We are dedicated to helping our clients manage assets throughout the investment lifecycle. Whether providing financial solutions for institutions, private clients or individual investors, Wilshire Phoenix delivers informed investment management services for both traditional and alternative assets.
We are dedicated to helping our clients manage assets throughout the investment lifecycle. Whether providing financial solutions for institutions, private clients or individual investors, Wilshire Phoenix delivers informed investment management services for both traditional and alternative assets.
Wilshire Phoenix’s Funds’ Group (WPFG) creates transparent and practical investment products. We have our clients’ interests and goals in mind as we structure products by reducing complexity. We avoid the unnecessary use of leverage and derivatives, which simplifies the structure and mitigates risk. By taking this approach, we are then able to reduce fees that are often passed through to investors. Our products, including those that are currently being created, offer exposure to numerous asset classes, such as stocks, bonds, digital assets, real estate, and private equity.
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Wilshire Phoenix Asset Management uses a blended strategy that includes macro top-down analysis and proprietary analysis alike. Our Asset Management division is managed by individuals with over three decades of portfolio management experience.
We are fact-based, data-focused, and event-driven; we will always define risk.
Some of our core principles:
- Be transparent
- Operate with the utmost of integrity
- Set realistic and clear goals
- Respect one another
- Think slow, but act fast
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