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Powered by Cutting-Edge Proprietary Investment Technology

Welcome to the forefront of modern portfolio management. Our proprietary investment technology suite is designed to empower advisors with a diverse range of management styles, seamlessly integrating cutting-edge tools and strategies. From multi-manager portfolios targeting specific loss levels to tactical opportunistic and risk-managed approaches, our platform adapts to meet the needs of every client.

 

With solutions like multi-factor stock selection for precision investing and direct indexing for personalized market exposure, we provide the flexibility to craft portfolios tailored to unique goals. Whether it’s navigating market volatility or optimizing for growth, our technology delivers the capabilities you need to help clients succeed. Explore the innovation driving personalized investment solutions at scale.

Multi-Manager Portfolios

Our advanced optimization engine integrates cutting-edge algorithms with refined statistical models to construct portfolios that target a specific level of loss. By leveraging a wide range of financial instruments—including separately managed accounts, mutual funds, and exchange-traded funds (ETFs)—this technology delivers tailored solutions to meet individual client objectives.

 

Machine-optimized portfolios combine sophisticated analysis of historical market data with proprietary metrics like the Capital Power Ratio™, which emphasizes managers who capture more upside while limiting downside. Starting with a comprehensive universe of over 3,000 ETFs, the system narrows selections through a proprietary ranking process and culminates in an optimization routine designed to align drawdown targets with enhanced upmarket capture.

 

This data-driven, innovative approach delivers structured, diversified portfolios that can minimize risk and provide precision in investment management. Highlights of this advanced process include:

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Tactical, Opportunistic Strategies

WBI’s Trend Switch methodology combines tactical and opportunistic investing with predictive analytics and a global macro, data-driven strategy to navigate shifting market conditions with precision. Each week, the model generates a “risk-on” or “risk-off” signal by analyzing a comprehensive range of metrics, including economic indicators such as CPI, PPI, and the yield curve; market factors like momentum, valuation, and volume; corporate earnings; monetary policy; and advisor sentiment.

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Powered by advanced machine learning, the strategy integrates historical data with current weekly updates to predict market returns and dynamically adjust exposure to high-risk or defensive assets. Tailored for investors with low to moderate loss tolerance, this disciplined approach attempts to mitigate risk, capture opportunities during favorable conditions, and deliver resilient, long-term results free from emotional bias.

Quantitative, Fundamentally-Driven Stock Investing

The Power Factor™ investment process is a fully quantitative approach designed to achieve targeted outcomes, such as identifying high-yielding dividend-paying stocks or growth stocks with strong fundamentals and momentum. This disciplined process begins with a carefully curated universe of stocks tailored to the strategy’s objectives. Using the proprietary Power Factor™ methodology, it applies a multi-factor quantitative analysis to rank and refine the universe of stocks based on fundamental and performance metrics.

 

Key financial indicators, including revenue growth, earnings per share growth, and free cash flow per share, are rigorously assessed to evaluate a company’s financial health and growth potential. Additional layers of analysis eliminate weaker candidates by evaluating factors such as the accrual of free cash flow or price momentum. This process narrows the selection to a concentrated portfolio with high quantitative conviction in each holding.

 

Portfolios are rebalanced quarterly to adapt to changing market conditions while maintaining alignment with the strategy’s philosophy of “buying low” and “selling high.” This disciplined rebalancing ensures the portfolio is consistently positioned to take advantage of emerging opportunities and enhance returns.

 

The Power Factor™ investment process provides a rigorous, data-driven framework that minimizes emotional decision-making and aims to deliver consistent, high-quality outcomes across diverse market environments.

Example of Power Factor Investment Process
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Tactical, Risk-Managed Series

The Bull Bear series features a tactical, risk-managed investment process designed to systematically hedge market risk and adapt to evolving market conditions. This strategy is well-suited for loss-averse investors who understand the importance of staying invested to outpace inflation but prioritize robust downside protection.

 

The investment process begins with a curated universe of stocks tailored to the strategy’s objectives. Leveraging the proprietary Power Factor™ methodology, the series uses a multi-factor quantitative analysis to evaluate and rank stocks based on key fundamentals, such as revenue growth, earnings per share growth, and free cash flow per share. A technical overlay confirms positive price momentum at the individual security level, ensuring that buying slows or halts if market momentum weakens.

In alignment with its tactical, risk-managed philosophy, the series is designed to systematically raise cash during periods of market decline or when certain stocks exhibit deteriorating performance. This is achieved through a proprietary trailing and tightening stop-loss mechanism that dynamically locks in gains and seeks to limit losses. If a position is sold, the buy process is re-evaluated daily. If no candidates meet the criteria, cash is held until stocks begin to demonstrate improved momentum.

Portfolios are actively monitored and rebalanced daily (if necessary), prioritizing capital preservation while maintaining alignment with the strategy’s philosophy of “buying low” and “selling high.” By integrating systematic risk management, technical analysis, and goal-driven stock selection, the Bull Bear series seeks to achieve consistent, high-quality outcomes across diverse market environments.

 

This disciplined approach provides a thoughtful solution for investors who value a tactical, risk-managed strategy, effectively balancing the need for inflation-paced growth with proactive measures to mitigate risk and protect capital.

Direct Indexing

Our algorithm-driven approach to direct indexing is designed to efficiently track 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 goal of producing alignment with index returns, this approach offers investors a streamlined, straightforward solution for achieving targeted exposure and customized portfolio management.

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WBI Investments LLC

331 Newman Springs Road

Suite 143

Red Bank, New Jersey 07701

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General Inquiries:
732-842-4920

Customer Care:
wbi@wbiinvestments.com

© 2024 by WBI Investments, LLC

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.

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