Wilshire Associates provides nearly $20 billion in traditional and alternative multi-manager investment solutions. By partnering with them the Wealth Management and Trust Services offered by First Private Bank & Trust can develop a multi-asset class manager platform and provide asset allocation and portfolio management expertise for our clientele.
Through its "open architecture" approach, Wilshire Associates offers access to leading national investment managers across the asset management spectrum at very competitive rates. Wilshire Associates' exclusive services for First Private Bank & Trust customers brings a higher degree of expertise to your managed assets based on decades of experience and success in the institutional investment advisory business.
To learn more, please contact us at info@1stprivate.com. Please allow up to 2 business days for a response.
Wilshire Associates
| Not FDIC Insured. No Bank Guarantee. May Lose Value. |
