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WBI Blends Risk & Return Balance

Updated: 5 days ago

Since March 1984, WBI has embarked on a mission to revolutionize investment strategies for those approaching or already in retirement. Our clients, primarily business owners, have entrusted us with a pivotal mandate: “Invest our funds, but safeguard them above all.” For these individuals, with lifetimes of savings at stake, the threat of capital decrease is not just a concern—it's a direct threat to their financial security and retirement plans.

Mastering the Art of Risk Management

At WBI, the WBICy Quant Lab excels in blending passive, active, and alternative risk-managed strategies, crafting a balanced approach designed to minimize risks during downturns and excel in bull markets. Our award-winning quantitative model for portfolio optimization judiciously selects managers based on risk-adjusted returns, creating an optimal mix that enhances non-correlation and covariance. This bespoke strategy is tailored to meet each client’s unique needs, setting explicit loss thresholds that enable them to withstand volatile markets for the potential gains of bullish periods.

Innovative Portfolio Strategies for Risk Protection

To enhance the likelihood of achieving these targeted outcomes, our Cy WBI Blends incorporate key strategies like the WBI’s Cash Hedged and Trend Switch Portfolios:

  • Cash Hedged Portfolios: These portfolios utilize advanced security selection technology coupled with state-of-the-art cash hedging systems to minimize cash drag and shield against significant market downturns.

  • Trend Switch Portfolios: Powered by machine learning, these portfolios provide weekly market signals to optimize allocations between equities and bonds, maximizing gains during bull markets and mitigating losses during bear markets.

Time-Tested SMA Strategies

Over the past three decades, advisors have grown to trust WBI’s consistency through both prosperous and challenging market cycles. The commitment to capital protection across four market cycles has led advisors to advocate for a greater integration of our active risk management strategies in Cy optimized portfolios.

For those who are risk-averse, the Cy WBI Blends promise not just peace of mind but restful nights, knowing their investments are managed with unparalleled foresight and precision.

Take the Next Step Towards Financial Security

Interested in how WBI can help safeguard your financial future? Contact us today to learn how our tailored investment strategies can meet your specific needs and provide the security you deserve as you plan for retirement.



Past performance is not indicative of future results. This is not an offer to buy or sell any security. No security or strategy, including those referred to directly or indirectly, is suitable for all accounts or profitable all the time. This information is compiled from sources believed to be reliable, but accuracy cannot be guaranteed. You should not assume that any discussion or information provided here serves as a substitute for personalized investment advice from WBI or any other investment professional. If you have questions regarding the applicability of specific issues discussed to your individual situation, please consult with WBI or your chosen professional advisor. Additional information about WBI’s advisory operations, services, conflicts of interest and fees are in the Form ADV, which is available upon request or on the SEC’s website at WBI is a registered investment adviser. Registration of an Investment Adviser does not imply any level of skill or training.


Except where otherwise indicated, the information contained in this presentation is based on matters as they exist as of the date of preparation of such material and not as of the date of distribution or any future date. Recipients should not rely solely on this material in making any future investment decision. 



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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