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Cy Announces Custom PIMCO Optimized Portfolio Solutions

RED BANK, N.J.–(BUSINESS WIRE)–Cy, a revolutionary advisor assisted robo providing targeted loss and return portfolios optimized to a clients personal risk and return needs, today announced a partnership with PIMCO to feature PIMCO active bond ETFs as the core of the Cy portfolios.

“We love PIMCO’s heritage of active bond management” Don Schreiber, Jr., Founder & Co-CEO of WBI Investments and Chief Visionary Officer of WBI Technologies

“PIMCO is one of the world’s leading active fixed income managers, and their strategies create a core portfolio solution,” said Matt Schreiber, CEO of Cy developer WBI Technologies. “Cy helps financial advisors develop an optimized portfolio solution for each client based on their individual risk and return needs. With the addition of PIMCO, Cy advisors will have access to an expanded array of investment offerings that meet the high standards of Cy’s risk and return requirements.”

PIMCO is a global investment management firm focusing on active fixed income management through mutual funds and exchange-traded funds, closed end funds, private strategies and other investment vehicles. Cy will now feature targeted loss and return multi-manager portfolios with a PIMCO active bond core designed for enhanced income, increased diversification, and risk reduction through non-correlation.

Developed by WBI Technologies, Cy leverages nearly four decades of WBI Investments’ quantitative portfolio modeling experience to help Cy revolutionize the portfolio creation process by providing advisors and clients with a personalized solution targeting their loss or return outcomes. The platform offers advisors streamlined client profiling, loss and return benchmarking, personalized investment proposals, and integrated back-office operations including reporting, trading, and billing.

“We love PIMCO’s heritage of active bond management,” said Don Schreiber, Jr., Founder and CEO of WBI Investments and Chief Visionary Officer of WBI Technologies. “With the economic disruption of COVID-19 and the massive deficit increase due to Federal Reserve and government response, we believe that active management in the fixed income space is more relevant than ever before.”

Financial advisors can access a free trial of Cy at investwithcy.com.

ABOUT CY

Built by asset manager WBI Investments’ software firm, WBI Technologies, Cy seeks to revolutionize the portfolio creation process by producing custom, optimized solutions targeting loss or return outcomes. The platform also offers streamlined client profiling, loss and return benchmarking, personalized investment proposals, billing and back-office operations.

ABOUT WBI INVESTMENTS

WBI Investments is a privately-owned investment management firm located in Red Bank, New Jersey. For nearly four decades, WBI’s goal has been to help investors achieve their retirement goals by aiming to reduce risk to capital and produce attractive returns so they can stay comfortably invested. Additional information about WBI’s advisory operations, services, and fees are in the Form ADV, which is available upon request or on the SEC’s website at www.adviserinfo.sec.gov.

Investors should consider investment objectives, risks, charges, and expenses carefully before investing. Past performance is no guarantee of future success. This is not an offer to buy or sell any security. There is always the possibility of loss, including the loss of the initial investment. Cy is a proprietary algorithmic investment tool developed by WBI Investments, Inc. (“WBI”) in conjunction with WBI Technologies LLC. It should not be assumed that the future results of any specific investment strategies analyzed by Cy will be profitable or suitable for all investors. Moreover, the analysis provided by the Cy optimization tool may vary with each use and over time. All investing involves risk, including loss of principal. While WBI seeks to manage and monitor risk, there is no way to remove risk. There is no guarantee objectives will be achieved.

Please visit www.investwithCy.com or call 1-800-772-5810 for more information.

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Unless otherwise indicated all performance is sourced from Bloomberg.

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