Wilshire offering individuals same services as institutions: investment house to provide access to complex instruments.(Wilshire Associates Inc.)

From: Los Angeles Business Journal | Date: April 23, 2007| Author: | Copyright information

AT first glance, it may seem puzzling that an investment house with $12.5 trillion in assets worldwide--which has historically served only institutional clients--would go down market to court individuals with as little as $500,000 to invest.

But it was announced last week that Wilshire Associates, through its Wilshire Funds Management unit, will work with First Private Bank & Trust to develop a platform that essentially will offer high net-worth individuals the same access to complex financial instruments and alternative investments that institutions now enjoy.

The ...

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