Reviewing and updating of the model is an ongoing concern presided over by the President, Mike Tito
B. Describe below the nature and frequency of regular reports to clients on their accounts.
One-Time Report: A web-based portfolio analysis comparing client assets to a benchmark.
The Company's President is Michael A. Tito
.Born in 1975, Mr. Tito received his B.A. in Economics from Duke University in 1997.He served as Production Assistant for Lava Films during 1997 and joined Wilshire Associates Incorporated ("Wilshire") in June, 1997, where he was employed as a Vice President in addition to his activities for the Company.He
also rendered services for Summit Advisors, Inc.
, an affiliate of Wilshire
...Mr. Tito is the President and owner of Insight Advisors.Mr. Tito
provides advice, consultation and services to Wilshire
and its affiliates (including Summit). Mr. Tito may manage funds for his own account.
From time to time, he
may utilize the same or similar mutual funds as Wilshire
and it's affiliates' clients.Mr. Tito
is the son of Dennis Tito, Wilshire's and Summit's President and controlling shareholder.