top of page

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


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.


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

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 or call 1-800-772-5810 for more information.



Unless otherwise indicated all performance is sourced from Bloomberg.


The views presented are those of the authors and webinar or podcast hosts/participants, and should not be construed as investment advice. The authors, podcast participants, webinar hosts, or clients of WBI Investments, LLC (WBI) may own stock discussed in these insights. WBl is an investment adviser in New Jersey. WBl is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. WBl only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of WBI's current written disclosure brochure filed with the SEC which discusses among other things, WBI's business practices, services and fees, is available through the SEC's website at: This site contains links to third-party websites. WBl does not endorse, approve, certify, or control these websites and does not assume responsibility for the accuracy, completeness, or timeliness of the information located there. Your access to and use of such websites is governed by the terms of use and privacy policies of those sites, and shall be at your own risk. WBI disclaims responsibility for the privacy policies and customer information practices of third-party internet websites.

bottom of page