“It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.”

– Robert Kiyosaki

“Finance is not merely about making money. It's about achieving our deep goals and protecting the fruits of our labor. It's about stewardship and, therefore, about achieving the good society.”

– Robert J. Shiller

“Our life is frittered away by detail… simplify, simplify.”

– Henry David Thoreau

“If you believe in what you are doing, then let nothing hold you up in your work. Much of the best work of the world has been done against seeming impossibilities. The thing is to get the work done.”

– Dale Carnegie

Wilshire Phoenix provides asset management and fund services for both traditional and alternative financial products.

Our firm was created with the premise and belief that a more transparent and forward-thinking investment management firm is needed by a rapidly evolving client base. Unfettered by affiliations to any bank, broker-dealer, or investment bank provides us with the ability to align our incentives where they should be, with our clients and investors. Clients choose Wilshire for our transparency, integrity, and for our team’s proven record of success in the financial services industry.

We separate ourselves in a crowded space by providing exceptional service experience, operating with the utmost of integrity, and leading with innovation.

Wilshire Phoenix, Evolving with You.

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 keen to innovate to help achieve our clients’ and investors’ goals in an ever-changing financial landscape and are proud to endeavor to create lifelong relationships.

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Deal / Trade Lifecycle Management

Let us handle the entire process from inception to close while simultaneously sharing our wealth of knowledge and experience with you.

Structuring and Transaction Advisory

Whether you come to us with an idea, a new transaction or looking for assistance on an existing deal – we will get the job done for you.

Risk and Compliance Review

From Regulatory Compliance to Operational Risk Management to Portfolio Hedging Strategies – we take a 360 approach in a way that few others can.

Our team has an unwavering passion for excellence, it not only propels us forward, but provides us with ability to innovate. We have the capacity to not only disrupt, but the rare opportunity to enact real change in this space. I truly hope that others will follow our lead.

William Herrmann

Founder and CEO, Wilshire Phoenix

Recent News, Events & Insight

Robo–Advisor Trends (Part 1)
Many individuals remain uncertain about how to manage their wealth when facing Wall Street. Robo-advisor assets under management (AUM) has grown considerably.
The State of the Market: Signals from an Important Indicator
Perspective explains a lot of the differences between market participants’ varying outlooks on the current state of affairs, and that can even be manifested in charts.
Millennial Investing, a Primer
The millennial generation is waking up and finding itself at the receiving end of the largest wealth transfer in modern times: over 30 trillion dollars from the baby-boomers. Where will these funds go?
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Our team has an unwavering passion for excellence, it not only propels us forward, but provides us with ability to innovate. We have the capacity to not only disrupt, but the rare opportunity to enact real change in this space. I truly hope that others will follow our lead.

William Herrmann

Founder and CEO, Wilshire Phoenix