Asset allocation
We’ve partnered with Wilshire, a leading global financial services firm, to advise on each Willow 360 portfolio’s asset allocation.
Based on Wilshire’s long-term capital market forecasts — how it believes various asset classes will perform in the coming years — Willow Wealth developed the allocations for each portfolio.
Every year, we expect to rebalance each strategy based on Wilshire’s latest forecasts.
Fund selection
The underlying funds in each portfolio (e.g., Carlyle Tactical Credit Fund, StepStone Private Markets) are selected by Willow Wealth. Funds must pass a multi-step vetting process and be approved by the Willow Wealth Investment Committee.