Cantor Fitzgerald Wealth Partners (CFWP) has signed a strategic advisory partnership with Wilshire Funds Management (WFM).
Under the deal, WFM will advise CFWP’s Investment Management Committee and collaborate with CFWP to deliver customized investment advisory solutions for CFWP’s high-net-worth (HNW) clients.
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Wilshire Funds Management will also work with CFWP advisors to conduct in-depth manager research utilizing its proprietary research process and analytical tools.
Additionally, Wilshire is planning to deliver a suite of outcome-oriented model portfolios that includes traditional and non-traditional asset classes and investment strategies.
Stan Gregor, president and CEO of CFWP, said: "CFWP is committed to providing best in-class investment services, centered on objective advice and carefully selected solutions that enable our advisors to help their clients achieve their unique financial goals.
"We look forward to applying WFM’s insights to provide a customized and exclusive offering for our clients, while aggressively expanding our platform through acquisitions of wealth management companies, Registered Investment Advisors (RIAs) and some of the industry’s finest and most successful Financial Advisors."
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