Wilshire Associates:
An Independent Investment Management Firm

Recently Released!!!
Date Published: March 2012
Comprehensive PPT Deck: 18 Slides
Summary PPT Deck: 12 Slides

Wilshire Associates was founded by Dennis Tito in 1972 and is based in Santa Monica, CA. The company has ten offices, 350 employees, 7,000 clients, & $250 billion assets under management. Wilshire Associates is led by its CEO Dennis Tito. Its web site can be found at www.wilshire.com.

Wilshire Associates' comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
  • Early Phase
  • Middle Phase
  • Recent Phase
Its profile includes the key statistics of the firm, including offices, employees, clients, assets under administration, revenues, & net profits.
Its profile includes detailed outlines of its core businesses:
  • Consulting Business
  • Mutual Funds Business
And its profile concludes with the highlights of its organizational structure & ownership.

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