Touchstone Controlled Growth with Income Fund
Sub-Advised by: Wilshire Associates Incorporated

Wilshire Associates Incorporated

Wilshire Associates Incorporated is an independent diversified global financial services firm, supported by a network of offices in the U.S., Europe and the Asia Pacific. The Santa Monica, California based firm was founded in 1972.

 “Wilshire's process seeks to generate target allocation exposures that integrate our macroeconomic views, strategy insights and robust analytics to develop portfolios that perform in a variety of market environments.”

- Wilshire Associates Incorporated

Portfolio Management Team

management
Nathan Palmer, CFA

Investment Experience

  • Since 1997

Career Summary

  • Wilshire Associates
  • Convergent Wealth Advisors
  • California Institute of Technology
  • Intel Corporation

Education

  • MBA - Stern School of Business, New York University
  • BA - University of Washington
management
Anthony Wicklund, CFA, CAIA

Investment Experience

  • Since 2001

Career Summary

  • Wilshire Associates
  • Convergent Wealth Advisors
  • Pacific Seafood

Education

  • MBA - Marshall School of Business, University of Southern California
  • BS - University of Oregon

Funds Managed by Wilshire Associates Incorporated