Meet Cy
A new breed in TAMP technology.
Robo Advisors are automated investment platforms that typically offer asset allocated portfolios based on a client's risk tolerance. Turnkey Asset Management Platforms offer more personalized approaches with human advisors and a wider range of investment options. By combining these two concepts into a new Cyborg wealth technology platform, WBI offers advisors and their clients the convenience, efficiency, and engagement of a Robo with a human advisor to deliver a more personalized approach.
Overall rating as of 6/30/2024
Based on risk-adjusted returns out of 192 funds in the Tactical Allocation Category.
WBI Trend Switch US 1000
Utilizing innovative proprietary technology, the strategy analyzes a broad spectrum of data, from macroeconomic indicators to specific market metrics. This allows it to generate weekly signals to optimize investment positions — "risk on" for market upturns and "risk off" during downturns.
