Partnership

Cantor Fitzgerald Wealth Partners and Wilshire Funds Management form partnership

Cantor Fitzgerald Wealth Partners (CFWP) and Wilshire Funds Management (WFM), the global investment management business unit of Wilshire Associates, have entered into a strategic advisory partnership.

WFM will advise CFWP's investment management committee and collaborate with CFWP to deliver customised investment advisory solutions for CFWP's high-net-worth clients.  
 
WFM will also work closely with CFWP advisors to conduct in-depth manager research using its proprietary research process and analytical tools. In addition, Wilshire plans to deliver a suite of outcome-oriented model portfolios that includes traditional and non-traditional asset classes and investment strategies. 
 
"CFWP is committed to providing best in-class investment services, centred on objective advice and carefully selected solutions that enable our advisors to help their clients achieve their unique financial goals," says Stan Gregor, president and chief executive officer of Cantor Fitzgerald Wealth Partners. "We look forward to applying WFM's insights to provide a customised and exclusive offering for our clients, while aggressively expanding our platform through acquisitions of wealth management companies, registered investment advisors and some of the industry's finest and most successful financial advisors."
 
"Cantor Fitzgerald Wealth Partners and Wilshire Funds Management both strive to impart institutional best practices and to empower financial advisors with sophisticated research and advisory support that foster scale and improve investment outcomes for individual investors," says Jason Schwarz, president of Wilshire Funds Management. "Our shared vision and purpose makes this partnership very exciting." 

Further reading



Upcoming events

5 weeks 3 days from now - Hong Kong
5 weeks 3 days from now - Ulaanbaatar
5 weeks 4 days from now - Dublin
6 weeks 2 days from now - California

Upcoming training

Sun, 24/08/2014 (All day) - Dubai
Wed, 10/09/2014 (All day) - London
Mon, 29/09/2014 (All day) - London