ABOUT US
The objective of our absolute return process is to capture return during "up-market cycles", while limiting losses during "down-market cycles". As part of the process designed to mitigate the risk of holding the securities we buy, WBI employs a Dynamic Trailing Stop (DTS) process once stocks are purchased. This dynamic stop loss and goal setting process attempts to control the volatility of each invested position in our portfolios. If a security stays within its acceptable price channel, we will continue to hold it. If the security moves outside the acceptable price channel, a stop is triggered and WBI will sell the security. This results in a responsive process that actively adjusts portfolio allocations by causing them to become more fully invested or by raising cash to help to preserve capital, and is an example of what we mean by a risk-managed investment approach.