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 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.

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Recent News, Events & Insight

A Primer on 5G
The rise of 5G will change the wireless network by providing faster speeds for internet and introducing new technologies. This will ultimately make it so that people are more connected than ever.
Evolving Bitcoin vs. FX Correlations
Given the nascent stage of Bitcoin development as a financial asset, its correlation to FX currencies remains in flux and will continue to evolve as Bitcoin’s adoption and prominence shifts around the globe.
Diversification of Digital Assets
Digital Assets share similarities to traditional assets such as stocks, bonds, and commodities but consideration is needed to apply traditional methods in their investment and risk management.
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