Each portfolio’s strategy, or asset allocation, is designed by Wilshire, a private markets advisor to many of the world’s largest investors. Each strategy will be rebalanced annually by Wilshire to help ensure it continues to align with your goals.

Ongoing portfolio management and investment decisions will be managed by a dedicated Yieldstreet committee, led by our Chief Investment Officer.

Behind the scenes, the custodian for Yieldstreet 360 is BNY Mellon Pershing. Brokerage services are provided by Atomic.