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Lord Abbett and Wilshire Associates launch Pro Active Income Solutions for the independent market


Lord, Abbett & Co LLC (Lord Abbett), an independent, privately held investment management firm, and Wilshire Associates Incorporated (Wilshire), a global, independent investment consulting and services firm, have jointly launched Pro Active Income Solutions, an innovative asset-allocation approach designed to deliver targeted income for the independent advisory market.  

These new, proactive income solutions offer independent advisor clients access to Wilshire’s dynamic asset-allocation capabilities and Lord Abbett’s comprehensive suite of fixed-income mutual funds to provide exposure to timely opportunities in the fixed-income market.

"This is an exciting opportunity to expand our longstanding institutionally based relationship with Wilshire and to create customised investment solutions for the independent advisor," says Daria Foster (pictured), Lord Abbett Managing Partner. "This new relationship allows us to combine the expertise of both firms while providing this strategically important market with a competitive asset-allocation solution."

Jamie Ohl, president of Wilshire Funds Management, a business unit of Wilshire, adds: "Lord Abbett’s successful growth in fixed-income assets, along with the expansion of both the firm’s taxable and tax-free offerings, is perfectly suited for our active asset-allocation approach," said "We feel this is a tremendous opportunity to leverage Wilshire’s institutional risk management and investment consulting thought leadership to create innovative investment solutions designed for the retail investor."

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