Tame the Bear. Embrace the Bull. ®

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About Us

WBI Investments is a leading provider of institutional and private client wealth management solutions. We help professional wealth managers, institutional investors and private investors create and manage wealth by providing risk-managed, disciplined comprehensive wealth-management approaches for investing.

A leader in the investment services industry, WBI has managed absolute return-risk-managed portfolios for investors since 1992. The goal of WBI Investments’ absolute return process is to provide consistent, attractive returns with less risk to capital than traditional approaches. At WBI, protecting investor capital is our first priority. Our unique comprehensive wealth-management strategies aim to help investors achieve their life and wealth goals.

Today, WBI Investments continues to operate as an independent, privately owned investment management firm that provides fee-only discretionary investment management to individuals, pension and profit sharing plans, charitable organizations, corporations, mutual funds, and other entities. With over 12,000 accounts, WBI has more than $3.3 billion in assets under management across all of its product lines (as of 9/30/15).

WBI's headquarters are located in Red Bank, New Jersey.

Video Library

Capital Matters

Capital Matters

Our Investment Process


Retirement Income Strategy


Performance Illusion

Capital Matters

Stop Chasing Returns

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Strategy Spotlight: Tactical Balanced

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Strategy Spotlight: Tactical Dividend Income

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Strategy Spotlight: Tactical Dividend Growth

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