Willow 360 offers multiple strategies, or asset allocations, that aim to align with specific investor goals.
When opening a Willow 360 account, you will be asked to complete a short questionnaire designed to understand your risk tolerance, time horizon, and return preferences. From there, we will match you with a recommended strategy.
Each strategy’s asset allocation was designed by Wilshire, a global investment firm with $1.5 trillion in assets under advisement, and includes allocations to private equity, private credit, and real assets.
Over time, Wilshire and Willow Wealth are projected to evolve your asset allocation to align with investment outlooks, market conditions, and more. We also expect to add additional alternative asset classes over time.