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Cy Optimized ETF Portfolios Are Here

RED BANK, N.J.–(BUSINESS WIRE)–Cy, a total wealth management platform that begins with simplistic client profiling to generate an optimized solution to their specific benchmarks for loss and required rate of return, today announced the launch of machine optimized exchange-traded fund portfolios for targeted loss and outcome. This release brings low-cost, more tax-efficient investment options to the value-enriched digital wealth management engagement solution for financial advisors.

“We feel Cy is an ideal partner for advisors who want to compete effectively in today’s digital financial services landscape” Don Schreiber, Jr, Founder and Chief Visionary Officer of WBI Technologies and author of Building a World Class Financial Services Business

“The purest essence of Modern Portfolio Theory never mentioned style box investing. It spoke to units of risk will earn you units of return. Our optimization aims to maximize return for the level of loss you are willing to tolerate. Cy mathematically seeks diversification, non-correlation, and covariance in an effort to compound capital efficiently,” said Matt Schreiber, CEO of WBI Technologies. “That is what we are so excited about with Cy, and we are now doing it in a low-cost, tax-efficient ETF wrapper.”

Cy is an end-to-end enterprise-grade wealth management platform that creates a personalized investment solution optimized to the client’s individual needs in minutes from a universe of over 30,000 investment strategies. Cy illustrates 20 years of historical data illustrating how a recommended portfolio would have performed over two major bear and bull market cycles. For clients in or approaching retirement, Cy models income withdrawals instantaneously and is capable of modeling and onboarding multiple portfolios at one time.

Accounts can be electronically opened via DocuSign, a crucial technology for advisors in the current COVID-19 pandemic business environment. Cy is married to best-in-class BlackDiamond performance reporting. Cy also provides billing and back-office support to advisors to create a scalable end-to-end advisory business solution.

“We feel Cy is an ideal partner for advisors who want to compete effectively in today’s digital financial services landscape,” said Don Schreiber, Jr, Founder and Chief Visionary Officer of WBI Technologies and author of Building a World Class Financial Services Business. “Cy was designed to streamline the financial advisor’s business practice, simplify their tech stack, and improve their client investment outcomes. Today’s release is a major step toward achieving the vision I wrote about in the book nearly 20 years ago.”

WBI Investments in partnership with WBI Technologies, the creator of the revolutionary digital wealth-management platform Cy, brings nearly 40 years of wealth management experience to the technology. Financial advisors are central to the enterprise-grade digital wealth management solution in helping the client achieve success. Cy is a platform that supports the advisor and client and gives them sophisticated machine-optimized outcome-oriented investment solutions.

About Cy

Cy’s advanced portfolio optimization technology provides financial advisor clients with bespoke solutions to meet their individual goals for loss and return. Cy’s goal is to increase investment success by reducing risk to capital and growing capital balances to fund client lifestyles in retirement. Advisors using Cy gain valuable time that can be spent with clients to add value, build relationships, and bring in an array of services needed to compete with other firms.

About WBI

WBI Investments is a privately-owned investment management firm located in Red Bank, New Jersey. For over three 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.

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.


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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.

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