Proudly Serving Clients Through Disciplined Value Investing Since 1977

First Wilshire is an independent investment adviser based in Pasadena, California. We offer investment management services to high net-worth individuals and institutional investors. Since our inception, First Wilshire has adhered to a disciplined value investment philosophy that focuses on delivering better risk-adjusted returns throughout market cycles.

Value Investing

Our Research team has the energy and tenacity to find unknown, undervalued companies, and the patience to hold a position.

Client Service

Our dedication to providing superior client service and access to Portfolio Managers has allowed First Wilshire to enjoy long term client relationships.

Small-Cap Stocks

We invest primarily, but not exclusively, in small-cap stocks. This has been our niche for 45 years and is the most distinguishing characteristic of our firm.