WBI is pleased to announce that in 2014 the firm has achieved the milestone of 30 years in business. “With nearly $3 billion in assets under management and approximately seventy employees (as of press), WBI is thriving more than ever” according to company Founder and CEO, Don Schreiber, Jr. WBI is considered by many a leading provider of risk-managed alternative investment management solutions. The goal of WBI’s absolute return investment approach is to provide investors with an optimal blend of bear market capital preservation and bull market return. Today, WBI’s unique investment management approach is offered in separately managed accounts and mutual funds. With the expected Fall launch of actively managed ETFs, WBI will significantly enhance its competitive position within the marketplace.
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Unless otherwise indicated all performance is sourced from Bloomberg.
Disclosure
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: www.adviserinfo.sec.gov. 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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