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First Wilshire has been serving high-net-worth individuals and institutional investors since 1977. Guided by the value investing philosophy, we seek to identify companies with great prospects at an attractive price. Our Portfolio Managers are committed to uncovering such companies and have the patience to hold them until their value is recognized. Our focus on small-cap companies is the most distinguishing characteristic of our firm. The dedication to in-depth, internally-generated research has allowed First Wilshire to attract a loyal following of like-minded professionals and investors.
Our dedication to offering personalized client service, as well as providing access to Portfolio Managers, has allowed First Wilshire to enjoy long-term client relationships.
Guided by the value investing philosophy, we seek to identify companies with great prospects at an attractive price. Our Portfolio Managers are committed to uncovering such companies and have the patience to hold them until their value is recognized.
First Wilshire has focused on small-cap investing since 1977. This is the most distinguishing characteristic of our firm.
Year History
Companies Analyzed
Founded in 1977 and based in Pasadena, California, First Wilshire Securities Management is an employee-owned boutique investment manager serving both institutional and individual clients. Our mission is to be a top-performing investment manager, operating as a family-like company that contributes to the well-being of our clients and our employees.
First Wilshire has a highly experienced team: The average tenure of our staff is 16 years, and the average tenure for our Portfolio Managers is 23 years. Click here for more.
Chairman, Portfolio Manager
CEO, Portfolio Manager
Portfolio Manager, Head of Trading
Chief Operating Officer, Chief Compliance Officer
First Wilshire has been serving high-net-worth individuals and institutional investors since 1977. Guided by the value investing philosophy, we seek to identify companies with great prospects at an attractive price.
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