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WBI PORTFOLIOS

BALANCED PORTFOLIO

The Balanced Portfolio's investment objectives are to seek current income and long term capital appreciation, while also seeking to protect principal during unfavorable market conditions. Under normal market conditions, the Balanced Portfolio's target allocation is 50% dividend-paying equity securities and 50% fixed income securities. Up to 10% of the Portfolio's net assets may be invested in other strategies, including option strategies to hedge risk for the overall portfolio or for individual securities held. MORE >

BALANCED PLUS PORTFOLIO

Balanced Plus is designed for conservative investors seeking a steady stream of current income with the opportunity for growth of income over time. Balanced Plus is designed to provide an elevated stream of current income with some opportunity for growth of income over time by including high yield investments for a portion of an account's allocation. The Balanced Plus will typically be allocated to a blend of dividend paying stocks, American Depositary Receipts (ADRs), and Exchange Traded Funds (ETFs) that invest in bonds. It may also include exposure to other types of asset classes. MORE >

DIVIDEND GROWTH PORTFOLIO

The Dividend Growth Portfolio's investment objectives are to seek long-term capital appreciation and current income. Under normal market conditions, the Dividend Growth Portfolio's target allocation is 90% dividend-paying equity securities. Up to 10% of the Portfolio's net assets may be invested in other strategies, including fixed income securities (which include high-yield or "junk" bonds) and option strategies to hedge risk for the overall portfolio or for individual securities held. MORE >

DIVIDEND INCOME PORTFOLIO

The Dividend Income Portfolio's investment objectives are to seek long-term capital appreciation and current income. Under normal market conditions, the Dividend Income Portfolio's target allocation is 80% dividend-paying equity securities. Up to 20% of the Portfolio's net assets may be invested in other strategies, including fixed income securities (which include high-yield or "junk" bonds) and option strategies to hedge risk for the overall portfolio or for individual securities held. MORE >

ETF PLUS PORTFOLIO

ETF Plus is designed for investors with no need for current income seeking a responsive, risk-managed, value oriented approach to investing across multiple asset classes. Its goal is to provide long term growth of capital, but with somewhat less volatility than a broad market index such as the S&P 500. The ETF Plus will typically be allocated among Exchange Traded Funds (ETFs) and individual dividend paying equities, including American Depositary Receipts (ADRs). MORE >

Portfolio Managers

Gary E. Stroik, Vice President, Chief Investment Officer, Chief Compliance Officer and Lead Portfolio Manager

Mr. Stroik joined WBI Investments, Inc. (then known as Wealth Builders) in February 1990, serving as Vice President, Chief Investment Officer and Chief Compliance Officer. He also serves as Vice President and Chief Compliance Officer of Hartshorne Group, Inc., a registered investment advisory firm, since January 2010. He received a B.A. in Honors English and Fine Arts from Georgetown University in 1976.

Donald R. Schreiber, Jr., President, Chief Executive Officer and Co-Portfolio Manager

Mr. Schreiber founded WBI Investments, Inc. (then known as Wealth Builders) in August 1984, serving as President and Chief Executive Officer. He also serves as President of Hartshorne Group, Inc., a registered investment advisory firm, since January 2010 and as President of Advisor Toolbox, Inc., a financial services technology and business consulting firm, since July 2005. He received a B.S. in Business from Susquehanna University in 1977.