“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

“I will tell you how to become rich… be fearful when others are greedy. Be greedy when others are fearful.”

– Warren Buffett

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

– Henry David Thoreau

Wilshire Phoenix — Client First.

Wilshire Phoenix is an investment management firm focused on the formation of transparent and practical funds encompassing both traditional and alternative assets. Wilshire Phoenix also provides asset management and advisory services for numerous products and asset-classes, including securitization transactions, fixed-income, global equities, alternative assets and derivative products. At Wilshire Phoenix’s foundation are its core values – providing exceptional client service, operating with integrity, leading with innovation, and giving back to charitable organizations and communities.

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

Join Us on Social Media

Check out @McKinsey's 'The Executive AI Playbook', a little guide about the ins and outs of artificial intelligence – and how to know when it's gone awry. https://t.co/m21jpCon62 #AI #Tech #FinTech #Business

Congrats, you survived the American midterm elections! Kick back with a glass of wine for us, okay? First, read about what the results actually mean for you, from taxes to trade policy. https://t.co/lrmeBKwlsk #Finance #Elections #Midterms #Markets

This past weekend marked the 100 year anniversary of the end of World War I. Now, these authors wonder if politically and financially, we can avoid the mistakes our ancestors made. https://t.co/qNbxOFAvNZ #WWI #EU #NeverForget