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Wilshire Associates Customer FAQ

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What is Wilshire Associates's Phone Number?

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Services Offered

What services does Wilshire Associates provide?

Wilshire Associates delivers a diverse array of services for institutional investors, wealth managers, and corporations. These...
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Does Wilshire Associates offer consulting services?

Wilshire Associates does offer consulting services that help clients with investment management. These services include...
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Does Wilshire Associates offer customized investment solutions?

Wilshire Associates provides tailored investment solutions that cater to the specific goals and risk profiles of each client....
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Does Wilshire Associates offer risk management services?

Wilshire Associates provides risk management services integrated into their investment management solutions. Their offerings...
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What fees are associated with the investment services provided by Wilshire Associates?

Wilshire Associates has a fee structure that varies by service, including management and performance fees based on assets...
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Company Information

How long has Wilshire Associates been in business?

Wilshire Associates was established in 1972, marking over fifty years in the industry. The firm is recognized for its extensive...
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What industries does Wilshire Associates serve?

Wilshire Associates supports various industries, particularly investment management and analytics, serving institutional...
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Do I need to be an institutional investor to work with Wilshire Associates?

Wilshire Associates mainly serves institutional investors, yet individual investors can access some services via financial...
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Can individuals invest with Wilshire Associates?

Wilshire Associates mainly serves institutional clients and does not generally offer direct investment options for individual...
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How often does Wilshire Associates review its investment strategies?

Wilshire Associates regularly assesses its investment strategies, typically reviewing them quarterly to align with market...
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Does Wilshire Associates provide educational resources for investors?

Wilshire Associates does offer various educational materials aimed at improving investors' comprehension of investment...
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Investment Guidance

How does Wilshire Associates select investment managers?

Wilshire Associates employs a thorough and structured method for choosing investment managers, which includes both qualitative...
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What is the minimum investment requirement for working with Wilshire Associates?

The minimum investment amount needed to collaborate with Wilshire Associates depends on the particular investment product or...
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Can Wilshire Associates provide performance reporting for my investments?

Wilshire Associates does offer performance reporting as part of their investment management and analytics services, providing...
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How can I monitor the performance of my investments with Wilshire Associates?

Investors can track their investment performance with Wilshire Associates by using their various analytics tools, which provide...
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