LITERATURE

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History and Process

PDF SMA Investment Management Process

Portfolio Spotlights

PDF Balanced Portfolio Spotlight
PDF Balanced Plus Portfolio Spotlight
PDF Dividend Income Portfolio Spotlight
PDF Dividend Growth Portfolio Spotlight
PDF ETF Plus Portfolio Spotlight

GIPS Composite Performance Presentations

PDF WBI S.M.A. Performance Summary
PDF All Portfolios
PDF Balanced Portfolio
PDF Balanced Plus Portfolio
PDF Dividend Income Portfolio
PDF Dividend Growth Portfolio
PDF ETF Plus Portfolio

Fact Sheets

PDF All Portfolios
PDF Balanced Portfolio
PDF Balanced Plus Portfolio
PDF Dividend Income Portfolio
PDF Dividend Growth Portfolio
PDF ETF Plus Portfolio

Client and Advisor Kit

PDF Client and Advisor Kit

S.M.A. Portfolio Comparison

PDF S.M.A. Portfolio Comparison

The Golden Age of Dividend Investing Article Series

PDF Article I: Retiring with Dividends
PDF Article II: The Importance of Increasing Dividend Trends
PDF Article III: Rising Dividend Payouts May Provide Life Boat for Retiring Investors

Articles

PDF Capturing Returns
PDF Reading the Tea Leaves

White Papers

PDF The Golden Age of Dividend Investing
PDF The Unconventional Dividend Based Investment Approach
PDF Construct Better Portfolios Using Capture Ratio Analysis

PSN Reports

PDF Balanced Portfolio
PDF Balanced Plus Portfolio
PDF Dividend Income Portfolio
PDF Dividend Growth Portfolio
PDF ETF Plus Portfolio
PDF PSN Top Gun History

WBI Investments Market Commentary

PDF 1Q 13 Market Commentary
PDF 4Q 12 Market Commentary
PDF 3Q 12 Market Commentary
PDF 2Q 12 Market Commentary
PDF 1Q 12 Market Commentary

ADV Part 2 Brochure

PDF ADV Part 2 Brochure

WBI Advisor Services Map

PDF WBI Advisor Services Map

 

Past performance does not guarantee future performance. Investors may access WBI Investments' Separately Managed Account portfolios (S.M.A.) through their financial advisor. Please contact your financial advisor for more information on how to invest in WBI Investment's S.M.A. portfolios. If you are a financial advisor and need paperwork or additional information, please click here.