6x FinTech Breakthrough Awards*
Automated investing, human access
Investing since 1984
Seen on CNBC, Bloomberg, & FOX Business**
GETTING STARTED
Three steps to an invested portfolio
Answer a few questions
Tell Connor about your goals, your timeline, and your comfort with risk.
Get your portfolio
Connor builds a diversified portfolio matched to you and opens your account.
Fund it and you're invested
Link your bank, and Connor manages it — with human access when you want.
No minimum to get started. Transparent, tiered pricing — your fee goes down as your balance grows. See fee schedule →
A DATA-DRIVEN INVESTMENT PROCESS
Structured for disciplined, long-term investing
1000+ ETFs evaluated
Connor screens a broad universe of exchange-traded funds using proprietary quantitative metrics, including measures of up-market and down-market participation across cycles.
Diversification by design
Allocations are structured to limit excessive concentration, with correlation and covariance considered as part of a disciplined, quantitative portfolio construction process.
Built for compounding
The portfolio construction engine evaluates drawdown behavior and sequence-of-return dynamics within a structured, rules-based investment framework designed for long-term growth.
TWO WAYS TO INVEST WITH CONNOR
Start automatically, or by invitation
Most investors begin with our automated machine-learning portfolios. Our thematic, factor-based stock portfolios are available by invitation.
SEPARATELY MANAGED ACCOUNT - BY INVITATION
WBI Power Factor AI
A disciplined, factor-based SMA built to give diversified exposure to the artificial intelligence theme — grounded in four decades of WBI factor research.
190+
A proprietary list of companies spanning the AI universe, not just the familiar names.
30
Each name is held in qual eweight -- no single position dominates.
45
Built on WBI's multi-decade heritage in factor-based stock investing.
One portfolio, two complementary factor sleeves — pairing the stability of quality with the upside of momentum.
Quality
Targeting price stability
Established AI leaders with proven fundamentals — real earnings, healthy margins, and durable businesses. This sleeve anchors the portfolio with companies that have already won, helping temper volatility.
Momentum
Targeting price growth
Emerging innovators the market is actively rewarding, captured through sustained, broad-based price strength. This sleeve reaches for the names driving the next phase of AI — before they become household holdings.
Together, the two sleeves balance what AI has already built with what it's building next — diversified across the full ecosystem and rebalanced every quarter.
ONE UNIVERSE · MANY THEMES
Hyperscalers
Quantum
Critical Materials
Semiconductors
EDA/Design
AI Software
Robotics
Networking/Cloud
Healthcare AI
Defense
Power Systems
Diversification does not assure a profit or protect against loss. References to factors such as quality and momentum describe the strategy's construction and do not imply any particular result. Past performance does not guarantee future results.
THE TEAM
Meet the managers
The technology that manges your portfolio is overseen by WBI's investment leadership — a father-and-son team with more than six decades of combined experience.
Connor's portfolio managers have appeared on
**Media appearances refer to WBI portfolio managers and do not imply endorsement. Past performance does not guarantee future results.
Still have questions?
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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, March 2025 and March 2026. For more information on the award categories and criteria, visit FinTech Breakthrough.
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