First Wilshire Securities Inc
First Wilshire Securities Inc., founded in 1977 and based in Pasadena, California, specializes in small-cap investing and serves both high-net-worth individuals and institutional clients. Guided by a value investing philosophy, the firm focuses on identifying companies with promising prospects at attractive prices, aiming for long-term relationships with its clients through personalized service.
With an experienced team averaging 16 years of tenure and a commitment to in-depth, internally generated research, First Wilshire has cultivated a loyal following among like-minded investors. The firm prides itself on its disciplined approach to value investing, led by a dedicated group of Portfolio Managers, including President and CEO Howard Lu, who has been with the company since 2004.
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