Direct Index
Our algorithm-driven approach to direct indexing is designed to efficiently replicate the performance of popular indexes. By strategically holding a reduced number of stocks relative to the full index, our methodology minimizes complexity while unlocking potential opportunities for tax-loss harvesting, particularly beneficial for high-net-worth clients. With a focus on producing alignment with index returns, this approach offers investors a streamlined, straightforward solution for achieving targeted exposure and customized portfolio management.
Index-Like
WBI's direct indexing methodology replicates popular indexes while holding fewer securities, providing efficient exposure with reasonable tracking error.
Concentrated Portfolio
By strategically selecting a reduced number of stocks, we simplify the portfolio while maintaining targeted exposure.
Quantitative Analysis
Our algorithm-driven approach uses advanced quantitative methods to optimize portfolio construction and maintain similar alignment with index performance.
Quarterly Rebalance
The portfolio undergoes quarterly rebalancing to stay aligned with its objectives, ensuring adherence to its rules and maintain similar performance to the index.
Platform Availability
WBI "Cy" Turnkey Platform
Cy, WBI's turnkey platform, is purpose-built to meet this need, combining advanced technology with personalized, advisor-driven strategies to deliver tailored solutions and exceptional client experiences.