OUR COMMITMENT TO CLIENTS

First Wilshire is focused on providing clients with excellence in identifying value oriented companies in the small cap, under-followed and misunderstood segments of the global markets. We are dedicated to the value investing proposition and to providing like-minded investors with an opportunity for above market returns.

As a client, you have entrusted us with a portion us your investable assets. Our promise to you is as follows:

  • Manage investments with prudence, a long-term perspective, and the goal of providing returns better than those of the major indices and competitors.
  • Be accessible and listen to your questions and concerns.
  • Stay true to our mandate of finding value in all market environments.
  • Hold ourselves to the highest standards of ethical behavior.
  • Communicate candidly about investment risks and costs as well as potential rewards.
  • Maintain highly effective controls to protect the assets and confidential information that are entrusted to us.

First Wilshire has been investing on behalf of institutions, individuals and families for over 40 years and maintains a 30+ year performance history which is verified according to industry standards. This long track record is built around our ability to understand that accessibility and a willingness to listen can be just as important as investment acumen. This is especially true in times of increased market volatility where we have demonstrated our patience and fortitude.  Unlike other managers, we welcome you to meet our team and speak to analysts and portfolio managers.

Contact us to learn more.