Separately Managed Accounts | WBI

Separately Managed Accounts | WBI

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Run with the Bull

WBI Power Factor All Cap Rising Dividends

This portfolio includes stocks of companies across all market capitalizations, including large-cap, mid-cap, and small-cap, that have a track record of increasing their dividends over time.

WBI Power Factor Growth & Quality

The portfolio focuses on investing in large-cap stocks of companies that are expected to experience above-average growth in earnings and revenues, and have high-quality fundamentals.

WBI Power Factor Growth & Momentum

The portfolio focuses on investing in large-cap stocks of companies that demonstrate strong financial performance and upward price trends, typically driven by rapid earnings growth and positive market sentiment.

WBI Power Factor All Cap High Dividend

The portfolio includes dividend-paying stocks across all market capitalizations, including large-cap, mid-cap, and small-cap companies.

WBI Power Factor SMID Rising Dividends

The portfolio includes dividend-paying stocks across all market capitalizations, including large-cap, mid-cap, and small-cap companies.

WBI Cy Target Drawdown -5%

The portfolio is machine-optimized to aim for precise loss targets, seeking the optimal balance between reducing risk and maximizing returns.

WBI Cy Target Drawdown -10%

The portfolio is machine-optimized to aim for precise loss targets, seeking the optimal balance between reducing risk and maximizing returns.

WBI Cy Target Drawdown -15%

The portfolio is machine-optimized to aim for precise loss targets, seeking the optimal balance between reducing risk and maximizing returns.

WBI Cy Target Drawdown -20%

The portfolio is machine-optimized to aim for precise loss targets, seeking the optimal balance between reducing risk and maximizing returns.

WBI Cy Ultra Short Bond Target Drawdown -5%

The portfolio is machine-optimized to aim for precise loss targets, seeking the optimal balance between reducing risk and maximizing returns.

Tame the Bear

WBI Bull Bear Balanced

The portfolio includes a mix of stocks, bonds, and other asset classes to provide both growth and income while managing risk.

WBI Bull Bear Retirement Income

The strategy is purpose built to protect capital, generate income, and provide growth to keep pace with inflation.

WBI Bull Bear Dividend Retirement

This portfolio focuses on investing in dividend-paying stocks of companies that are expected to provide a steady stream of income to investors during their retirement years.

WBI Bull Bear Dividend Income

The strategy focuses on investing in dividend-paying stocks of companies that are expected to provide a reliable and steady stream of income to investors.

WBI Bull Bear Dividend Growth

The portfolio invests in dividend-paying stocks of companies that have a track record of increasing their dividends over time.

WBI Bull Bear ETF Plus

The ETF Plus portfolios embody a dynamic multi-strategy approach, seamlessly integrating our multi-manager machine-optimized portfolios, trend switch, and stock-based power factor strategies. This innovative combination ensures a robust and diversified investment solution.

Buck the Trend

WBI Trend Switch US 1000

The strategy seeks to capitalize on trends in the market by investing in large-cap stocks via ETFs when they are trending upwards, and moving to cash or cash-like instruments when they are trending downwards.

WBI Trend Switch US 1000 Bond

The strategy seeks to capitalize on trends in the market by investing in large-cap stocks via ETFs when they are trending upwards, and moving to cash-like instruments or fixed income ETFs that are actively managed by the model for duration and credit quality.

WBI Trend Switch US 2000

The strategy seeks to capitalize on trends in the market by investing in small and mid-cap stocks via ETFs when they are trending upwards, and moving to cash or cash-like instruments when they are trending downwards.

WBI Trend Switch US 2000 Bond

The strategy seeks to capitalize on trends in the market by investing in small and mid-cap stocks via ETFs when they are trending upwards, and moving to cash-like instruments or fixed income ETFs that are actively managed by the model for duration and credit quality.

WBI Trend Switch US 3000 Bond

The strategy seeks to capitalize on trends in the market by investing in small, mid, and large-cap stocks via ETFs when they are trending upwards, and moving to cash-like instruments or fixed income ETFs that are actively managed by the model for duration and credit quality.

WBI Trend Switch NAS 100

The strategy seeks to capitalize on trends in the market by investing in large-cap growth stocks via ETFs when they are trending upwards, and moving to cash or cash-like instruments when they are trending downwards.

WBI Trend Switch NAS 100 Bond

The strategy seeks to capitalize on trends in the market by investing in large-cap growth stocks via ETFs when they are trending upwards, and moving to cash-like instruments or fixed income ETFs that are actively managed by the model for duration and credit quality.

WBI Trend Switch MAG7

The strategy seeks to capitalize on trends in the market by investing in the seven largest growth stocks via ETFs when they are trending upwards, and moving to cash or cash-like instruments when they are trending downwards.

WBI Trend Switch MAG7 Bond

The strategy seeks to capitalize on trends in the market by investing in the seven largest growth stocks via ETFs when they are trending upwards, and moving to cash-like instruments or fixed income ETFs that are actively managed by the model for duration and credit quality.

WBI Trend Switch US Bond

The strategy seeks to capitalize on trends in the market by investing in fixed income securities that are actively managed by the model for duration and credit quality.

Book a Meeting

Book an online meeting now to discover how we can tailor our offerings to meet your specific needs.

GIPS Composites

WBI claims compliance with the Global Investment Performance Standards (GIPS®).

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