top of page

Asset Management

WBI is a wealth technology firm that uses proprietary investment technology to deliver personalized solutions to clients since its founding in 1984. 

WBI offers multiple investment strategies including Separately Managed Accounts, Model Strategies, and ETFs, to help investors achieve their financial goals with a range of investment options.

WBI offers a number of separately managed accounts (SMAs) that are managed by our proprietary investment technology and tailored to a variety of outcomes, providing investors with portfolios designed to meet their specific investment goals and objectives.

We deliver a range of model strategies to third-party platforms such as Envestnet, SMArtX, and Fidelity.

WBI offers four ETFs that are listed on the New York Stock Exchange, providing investors with a cost effective, tax-efficient, and flexible way to invest in a diverse range of securities designed to meet specific investment goals and objectives. 

For accounts over $5 million, WBI can craft a Separately Managed Account strategy(s) to a client's specification. 

Find Our Offerings Wherever You Prefer

Envestne_Logo.svg.png
SMArtX-logo.png
Cy.png
Unknown.png
Fidelity-Logo.png
Charles_Schwab_Corporation-Logo.wine.png
bottom of page