Overview
Overview
New York Life Investments Pathway Portfolios
Powered by Wilshire
To meet evolving and complex customer needs, New York Life Investments has partnered with Wilshire to develop the NYLI Pathway Portfolios, which consists of 16 model portfolios that were built to suit a range of investor needs.
Human Powered
At New York Life Investments, we believe in the power of people and are part of a company that has held this belief for over 175 years. While trends come and go, we've seen that when guidance, advice, and partnership converge - something truly special happens.
Investing Aligned to Your Life Goals
Financial markets are cyclical by nature, therefore, even in stable times you can expect some ebb and flow when it comes to performance. And, of course, in a more turbulent climate, picking winning asset classes and avoiding underperformance can be even more challenging.
Explore Portfolios
Explore Portfolios
Explore Our Portfolios
A series of model portfolios constructed by Wilshire Advisors designed to provide investors with access to a mix of actively and passively managed strategies, aiming to balance risk and cost while offering diversified, tax-efficient investment solutions.
Pathway Active/Passive Portfolios
Pathway Active/Passive Tax-Aware Portfolios
Pathway Focused Income Portfolios
Pathway Focused Tax-Free Income Portfolios
Resources
Resources
Resources
Strategic Allocation Overview Flyer
Overview of NYLI Pathway Portfolios, including strategic asset allocations, investment strategies, and the roles of active and passive management in the portfolios. (Client Approved)
Wilshire Quarterly Market Commentary
Explore Wilshire’s latest quarterly Market Commentary for in-depth analysis and insights of the financial markets and key economic trends. (Client Approved)
Insights into NYLI Pathway Portfolios powered by Wilshire, including strategic allocation overviews, presentations, and client-approved materials to aid investors in understanding these long-term investment portfolios.
Wilshire’s dynamic approach to managing portfolios allows us to deliver agile solutions designed to meet your investment objective.
Practice Management
Practice Management
Practice Management
Succession Planning
It's not just about finding a successor—it’s about envisioning the future of your practice. Learn how to make a solid succession plan and what common pitfalls to avoid.
- Secure Your Future Flyer
- Succession Planning White Paper
- Succession Planning Playbook
- Succession Planning Worksheet
Videos
Videos
Videos
Key Highlights from NYLI Pathway Portfolios Webinar
DEEP DIVE INTO NYLI PATHWAY PORTFOLIOS
Contact Us
Contact Us
Contact Us
NYLIFE Securities Registered Representatives: 1-800-535-5162
- Option 1: Automated Account Information
- Option 2: General Questions
- Option 3: Internal Wholesaler Sales Support
- Option 4: SIMPLE IRA
- Option 5: Order Literature
Click here to find your NYLI Advisor Consultant.
Investing in SMAs involves various risks, including equity risk, fixed income risk, municipal bond risk, and international risk. These risks may result in the loss of principal and are not suitable for all investors. For more detailed information on investment risks, fees, and other important details, please refer to the ADV Part 2 available upon request. Past performance is not indicative of future results. While no management fee is charged on the model, fees apply to proprietary products within the portfolios. Refer to the fund prospectus for more details.
The strategies discussed are strictly for illustrative and educational purposes and are not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. There is no guarantee that any strategies discussed will be effective.
The Pathway Portfolios are separately managed accounts (SMAs) managed by New York Life Investment Management LLC with model portfolios provided by Wilshire. New York Life Investment Management LLC ("NYLIM"), a New York Life Investment's boutique and registered investment management firm, is the Investment Manager of the NYLI Pathway Active/Passive Portfolios, NYLI Pathway Active/Passive Tax-Aware Portfolios and NYLI Focused Income and Focused Tax-Free Income
Wilshire's association with New York Life Investment Management (NYLIM) is to create and maintain Model Portfolios, which are the property of NYLIM. Wilshire is a trademark and service mark of Wilshire Associates Incorporated. Wilshire maintains full discretion over the Portfolios' asset allocation and fund selection decisions. Wilshire and NYLIM are not affiliated with each other.
The Portfolios may be offered and sold only to persons in the United States.