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Wilshire Associates Customer FAQ

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What is Wilshire Associates's Phone Number?

The question we are asked most often is about how to talk to Wilshire Associates customer service. Click here for contact information, email and chat options, getting a live person, wait times and more.

Does Wilshire Associates provide educational resources for investors?

Yes, Wilshire Associates offers a range of educational resources for investors. These resources are designed to enhance understanding By providing these resources, Wilshire aims to support informed decision-making among investors and professionals alike. Anyone interested in exploring these materials can often find them on the official Wilshire website, where current publications and educational content are regularly updated. It is advisable to visit the website for the latest offerings and access to their knowledge base....
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Services Offered

What services does Wilshire Associates provide?

Wilshire Associates offers a wide range of services tailored to meet the needs of institutional investors, wealth managers, and corporations. In addition, Wilshire has a strong focus on analytics and data solutions. Their analytics tools provide clients with the necessary insights and performance metrics to inform investment decisions. They assist clients in understanding market trends and exposures through comprehensive industry research and predictive modeling. Another key aspect of Wilshire's offerings is their technology services. They provide advanced software platforms that streamline portfolio management and reporting processes, enhancing efficiency for investment professionals. Lastly, Wilshire's services extend to risk management, where they identify and mitigate potential risks that could impact client portfolios. For detailed information about their services, it is advisable to visit their current website, as it offers an overview of their complete offerings and expertise....

Does Wilshire Associates offer consulting services?

Yes, Wilshire Associates provides a range of consulting services that are designed to assist their clients in navigating the complexities...

Does Wilshire Associates offer customized investment solutions?

Yes, Wilshire Associates does offer customized investment solutions tailored to meet the unique needs of their clients. They recognize...

Does Wilshire Associates offer risk management services?

Yes, Wilshire Associates does offer risk management services as part of their investment management solutions. They provide comprehensive Moreover, they utilize quantitative models to evaluate market conditions, assess potential vulnerabilities, and optimize investment decisions based on risk-return profiles. This data-driven approach enables Wilshire to help clients navigate complex financial environments while striving to enhance returns and mitigate risks. For more detailed information regarding their specific risk management offerings and methodologies, it may be helpful to visit the Wilshire website, where current information can be found....

What fees are associated with the investment services provided by Wilshire Associates?

Wilshire Associates typically employs a fee structure that can vary depending on the specific investment services being utilized. The It is essential to consider that the fee structure can differ based on the type of client, the nature of the services provided, and the investment strategies employed. Clients may also incur third-party fees, such as custodian fees or brokerage commissions, which are separate from Wilshire’s fees. For detailed information about the specific fees associated with each service and how they may impact investment returns, it is advisable to review the relevant documentation or disclosures provided by Wilshire. Current fees may also be outlined on Wilshire’s website, which can be a useful resource for obtaining the most accurate and up-to-date information....

Company Information

How long has Wilshire Associates been in business?

Wilshire Associates was founded in 1972, which means the firm has been in business for over fifty years. It has established a reputation...

What industries does Wilshire Associates serve?

Wilshire Associates serves a diverse range of industries, focusing primarily on investment management, analytics, and consulting solutions. Additionally, Wilshire works with financial intermediaries like wealth management firms and financial advisors, providing them with tools and resources to better serve their clients. The firm also extends its services to public and private sector organizations looking for insights into asset allocation, risk management, and performance measurement. Moreover, Wilshire's analytics capabilities cater to investment managers and asset owners who require sophisticated data and analytical solutions to make informed decisions. The firm prides itself on delivering customized, strategic insights to a broad spectrum of clients, meeting their unique investment needs across various sectors. For more specific information on the industries served, it may be helpful to visit Wilshire Associates’ website directly, where current details are frequently updated....

Do I need to be an institutional investor to work with Wilshire Associates?

Wilshire Associates primarily focuses on providing investment management, advisory, and analytics services to institutional investors,...

Can individuals invest with Wilshire Associates?

Wilshire Associates primarily focuses on providing investment management, advisory, and analytics services to institutional clients...

How often does Wilshire Associates review its investment strategies?

Wilshire Associates is known for its commitment to maintaining and enhancing its investment strategies through regular reviews. Typically,...

Does Wilshire Associates provide educational resources for investors?

Yes, Wilshire Associates offers a range of educational resources for investors. These resources are designed to enhance understanding By providing these resources, Wilshire aims to support informed decision-making among investors and professionals alike. Anyone interested in exploring these materials can often find them on the official Wilshire website, where current publications and educational content are regularly updated. It is advisable to visit the website for the latest offerings and access to their knowledge base....

Investment Guidance

How does Wilshire Associates select investment managers?

Wilshire Associates utilizes a disciplined and systematic approach when selecting investment managers for their clients. The process Wilshire places significant emphasis on qualitative assessments, which delve into the investment team's experience and track record as well as organizational stability. Furthermore, they analyze quantitative metrics, assessing historical performance relative to benchmarks and peers, to ensure that a manager's approach aligns with the specific investment objectives of their clients. Additionally, Wilshire actively engages with the investment managers they consider, facilitating interviews and discussions to gain deeper insights into their strategies and processes. This interaction often reveals nuances that standard data may not capture. Moreover, the selection process is underpinned by ongoing monitoring and due diligence, ensuring that investment managers continue to meet performance expectations and strategic alignment over time. This comprehensive methodology reflects Wilshire's commitment to delivering tailored investment solutions that effectively respond to the needs of their clients. For more information, consider checking the resources on their website....

What is the minimum investment requirement for working with Wilshire Associates?

The minimum investment requirement for working with Wilshire Associates can vary depending on the specific investment product or service Typically, institutional clients might encounter different minimum investments compared to individual or retail investors. For further details on the minimum investment requirements associated with a specific product or service, it is best to consult the latest information directly from Wilshire Associates’ official website, where they provide comprehensive information and may specify requirements based on the current offerings. This ensures that you have the most accurate and relevant information tailored to your interests....

Can Wilshire Associates provide performance reporting for my investments?

Wilshire Associates specializes in investment management and analytics services, and they do offer performance reporting as part of Clients typically have access to tailored reports that reflect their specific investment objectives and strategies. These reports can help identify trends, assess risks, and optimize performance over time. For more specific capabilities and options regarding performance reporting, it may be beneficial to explore Wilshire's official website or the current web page, where you can find detailed information and possibly relevant contact information for further inquiries....

How can I monitor the performance of my investments with Wilshire Associates?

Monitoring the performance of investments with Wilshire Associates involves utilizing their range of tools and resources designed for Additionally, Wilshire Associates provides extensive reporting capabilities, enabling clients to receive regular updates on their portfolios. This can help individuals understand how their investments are performing relative to their objectives and the broader market landscape. It is also beneficial to leverage any educational resources offered by Wilshire, as these can deepen understanding of investment strategies and help make informed decisions. For up-to-date information about specific tools or services related to monitoring investments, it may be helpful to visit Wilshire's official website. There, you could find detailed descriptions of their offerings and any relevant contact information should you have further inquiries....

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