About Wilshire Phoenix
Wilshire Phoenix was established on November 7, 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 our clients achieve their goals in the ever-changing financial landscape and we endeavor to create lifelong, trusted relationships.
Our firm is proud to be at the forefront of financial innovation and market developments and we provide modern, tailored, client service solutions. With our team’s 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 of Wilshire Phoenix. It is an honor for us to assist foundations, charitable organizations, and our community to reach their goals.