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Hasta la Vista, Asset Allocation.

Say hello to Connor, the next generation Robo advisor from WBI. Designed with machine precision to identify elite managers and build portfolios engineered for relentless, compounded wealth creation.

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Modern Portfolios are Built with Math and Machines.

Elite Manager
Selection

Connor scans 1,000+ ETFs to identify the top institutional managers using our proprietary Capital Power Ratio™—target those who consistently deliver more return with less risk.

Intelligent Portfolio Construction

Powered by machine learning and advanced optimization, portfolios are engineered for statistical fit between top-ranked managers—minimizing drawdowns and maximizing long-term compounding at your risk level.

Systematic Rebalancing & Optimization

Connor blends active and passive ETFs that systematically rebalance, while periodically optimizing the portfolio to adapt to changing market conditions.

Ditch the 1950's Playbook

Why stick with outdated pre-tech portfolio theory from over 70 years ago?

 

First conceived in the 1950s, traditional asset allocation models were designed for a different era—before computers, before algorithms, and long before personalized investing.

 

Connor uses cutting-edge technology to build intelligent, personalized portfolios designed to help you achieve greater investing success.

Hand-built portfolios no longer cut it, upgrade with Connor and WBI.​

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Don't Let Emotions Derail Your Returns

A recent study shows that behavioral biases cost investors big—over 20 years, the average equity investor earned just 6.8% annually, while the S&P 500 delivered 9.4%. That 2.6% gap, driven by poor timing and emotional decisions, compounds into missed growth.

 

Connor helps you stay invested within your risk tolerance—while optimizing for higher returns.

Tax-Efficient Transitions

Connor and WBI make switching portfolios seamless—without triggering unnecessary tax consequences. Our platform analyzes your current holdings and applies smart transition strategies to help preserve gains, harvest losses, and optimize your after-tax outcome.

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Born in 1984.
Optimizing ever since. 

Fueled by WBI’s 40+ years of spirited innovation and backed by one of the industry’s most trusted digital custodians, Connor delivers smarter, personalized investing for today’s investor.

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Contact

331 Newman Spring Road

Suite 143

Red Bank, New Jersey 07760

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​By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms & Conditions and Privacy Policy.

Past performance is not indicative of future results. This is not an offer to buy or sell any security. No security or strategy, including those referred to directly or indirectly, is suitable for all accounts or profitable all the time. This information is compiled from sources believed to be reliable, but accuracy cannot be guaranteed.

Please note that consideration for these awards is not a guarantee of future performance. WBI Investments LLC and CyborgTech LLC submitted applications to each organization for review. WBI Investments LLC and CyborgTech LLC did not directly or indirectly compensate Fintech Breakthrough Awards for any rankings and/or awards. The awards programs are conducted on an annual basis. The companies received the Fintech Breakthrough Award in March 2021, March 2022, March 2023, March 2024, and March 2025. For more information on the award categories and criteria, visit FinTech Breakthrough.

You should not assume that any discussion or information provided here serves as a substitute for personalized investment advice from WBI or any other investment professional. If you have questions regarding the applicability of specific issues discussed to your individual situation, please consult with WBI or your chosen professional advisor.

Additional information about WBI’s advisory operations, services, conflicts of interest and fees are in the Form CRS and Form ADV, which is available upon request or on the SEC’s website at http://www.adviserinfo.sec.gov.

WBI is a registered investment adviser. Registration of an Investment Adviser does not imply any level of skill or training.

© WBI Investments, LLC. All rights reserved.

WBI Investments LLC

331 Newman Springs Road

Suite 143

Red Bank, New Jersey 07701

  • LinkedIn

General Inquiries:
732-842-4920

Customer Care:
wbi@wbiinvestments.com

​By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms & Conditions and Privacy Policy.

Past performance is not indicative of future results. This is not an offer to buy or sell any security. No security or strategy, including those referred to directly or indirectly, is suitable for all accounts or profitable all the time. This information is compiled from sources believed to be reliable, but accuracy cannot be guaranteed.

You should not assume that any discussion or information provided here serves as a substitute for personalized investment advice from WBI or any other investment professional. If you have questions regarding the applicability of specific issues discussed to your individual situation, please consult with WBI or your chosen professional advisor.

Additional information about WBI’s advisory operations, services, conflicts of interest and fees are in the Form ADV, which is available upon request or on the SEC’s website at http://www.adviserinfo.sec.gov.

WBI is a registered investment adviser. Registration of an Investment Adviser does not imply any level of skill or training.

© WBI Investments, LLC. All rights reserved.

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