A Novel Approach

Wilshire Phoenix was established on November 7th 2017, with the belief that a more transparent, agile, and forward-thinking investment management firm is needed by an evolving client base. Our Leadership Team brings multi-decade financial experience across various asset classes. We are keen to innovate to help achieve our client’s goals in the ever-changing financial landscape and are proud to be trusted by our clients and endeavor to create lifelong relationships.

Our firm takes pride in staying at the forefront of financial innovation and market developments while tailoring modern client service solutions. With our diverse financial backgrounds, we are equipped to structure transactions and provide asset management services in both the traditional and alternative asset spaces.

We also believe that giving back is one the most important things that any business can do. Philanthropy is a core value to Wilshire Phoenix. It is such an honor for us to assist foundations, charitable organizations, and our community reach their goals.