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Model Delivery

WBI offers investors models that mirror our separately managed account strategies or the Cy platform's machine-optimized strategies. These models aim to support investors in reaching their financial goals. You can access these models on platforms like Envestnet, SMArtX, Lockwood, Fidelity, and Schwab.

Power Factor

The Power Factor series of strategies use proprietary investment technology that combines quantitative fundamental analysis and a rules-based process to actively manage assets by identifying and investing in stocks with strong fundamentals. These fully invested strategies have a focus on maximizing returns during bull markets.

The portfolio includes dividend-paying stocks across all market capitalizations, including large-cap, mid-cap, and small-cap companies. The portfolio typically seeks to select stocks with high dividend yields, which can provide investors with a steady stream of income.

This portfolio includes stocks of companies across all market capitalizations, including large-cap, mid-cap, and small-cap, that have a track record of increasing their dividends over time. This strategy seeks to invest in companies that have a history of stable and growing dividend payouts, indicating financial stability and potential for future growth.

The portfolio includes stocks of companies across small and mid market capitalizations, that have a track record of increasing their dividends over time. This strategy seeks to invest in companies that have a history of stable and growing dividend payouts, indicating financial stability and potential for future growth.

The portfolio focuses on investing in large-cap stocks of companies that are expected to experience above-average growth in earnings and revenues, and have high-quality fundamentals.

The portfolio focuses on investing in large-cap stocks of companies that demonstrate strong financial performance and upward price trends, typically driven by rapid earnings growth and positive market sentiment.

The AI-powered Trend Switch series uses machine learning to generate predictive analytics that produces a  weekly "risk on" or "risk of" signal. These models aim to optimize bull and bear market cycles in an effort to produce attractive returns with less

The strategy seeks to capitalize on trends in the market by investing in large-cap stocks via ETFs when they are trending upwards, and moving to cash or cash-like instruments when they are trending downwards.

The strategy seeks to capitalize on trends in the market by investing in large-cap stocks when they are trending upwards, and moving to cash or cash-like instruments when they are trending downwards. When the strategy moves to cash, the funds are typically invested in fixed income securities that are actively managed by the model for duration and credit quality.

The strategy seeks to capitalize on trends in the market by investing in small-cap stocks via ETFs when they are trending upwards, and moving to cash or cash-like instruments when they are trending downwards.

The strategy seeks to capitalize on trends in the market by investing in small-cap stocks when they are trending upwards, and moving to cash or cash-like instruments when they are trending downwards. When the strategy moves to cash, the funds are typically invested in fixed income securities that are actively managed by the model for duration and credit quality.

Cash Hedged a.k.a. BullBear

Recognizing that investors are averse to bear market losses, the firm has developed technology-driven investment strategies that optimize outcomes and aim to deliver consistent success in both good and bad market periods. These strategies can raise cash systematically during bear market periods.

Retirement Income

The strategy is purpose built to protect capital, generate income, and provide growth to keep pace with inflation.

Dividend Retirement

This portfolio focuses on investing in dividend-paying stocks of companies that are expected to provide a steady stream of income to investors during their retirement years. 

Balanced

The portfolio includes a mix of stocks, bonds, and other asset classes to provide both growth and income while managing risk

Dividend Income

The strategy focuses on investing in dividend-paying stocks of companies that are expected to provide a reliable and steady stream of income to investors.

Dividend Growth

The portfolio invests in dividend-paying stocks of companies that have a track record of increasing their dividends over time.

GIPS Composites

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