Proudly Serving Clients through Research-Driven Investing

Since 1977

Since 1977, First Wilshire has been serving high net-worth individuals and institutional investors guided by a value philosophy: recognizing companies with great prospects at an attractive price. Our Portfolio Managers and Analysts have the energy and tenacity to find such companies, and the patience to hold a position until other investors recognize its value. This discipline applied to undiscovered companies with small capitalization is the most distinguishing characteristic of our firm. Our dedication to performing in-depth, internally-generated research has allowed First Wilshire to attract a loyal following of like-minded professionals and investors.

News & Commentary

Coronavirus Update

Coronavirus Disease (aka “SARS-CoV-2”, “COVID-19”) How is First Wilshire prepared as an organization? The Coronavirus disease (“COVID-19”) is a major global challenge that has resulted in significant stock market losses and, more importantly, concerns about the health of our families, friends and neighbors. There are many things out of our control. However, there are many […]

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Teaching the Next Generation

First Wilshire has a long history of training interns, several of which later became employees. Apart from graduates or near graduates with a strong interest in investment research, we have also hosted a few high school students. The basic concepts of finance and research are invaluable to everyone and we enjoy planting the seeds early. […]

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Cybersecurity: Protecting Your Identity, Data and Assets

The First Wilshire Team takes extra steps to ensure our clients data is secure but it’s always a good idea for individuals to be aware of common cyber threats, how cyber-criminals use stolen data and best practices for protecting your data. The following presentation provides useful information on protecting your identity, data and assets. • […]

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IMPORTANT DISCLOSURES: All investing involves risk, including the possible loss of principal. There can be no assurance that any investment strategy will be successful. Additional information about us is also available on the SEC’s website at: www.adviserinfo.sec.gov. Please read our Risks and Considerations along with our Policies page.