Tame the Bear. Embrace the Bull.®


Follow Our Path to Success

  • 1984


    WBI was originally founded in 1984 as Wealth Builders, Inc. to be a leader in providing value-added financial advisory, investment management, and wealth management to individuals and institutions. 

    • 1 Employee

  • 1992


    WBI introduces the first of its proprietary separately managed account strategies: Balanced and ETF Plus, today known as Tactical Balanced and Global Tactical Rotation, respectively. The strategies are designed to provide risk-managed capital growth aimed to produce the optimal blend of bear market capital preservation and bull market return.

  • 1993


    WBI launches its Balanced Plus separately managed account strategy, today known as Retirement Income.

  • 1997


    Unaffiliated financial advisors are offered WBI's proprietary wealth-management services. At this time, WBI initiates the development of its wholesale distribution program.

  • 2003


    The Dividend Income separately managed account strategy is launched, today known as Tactical Dividend Income.

  • 2006


    The company offering investment management services and wholesale distribution begins to officially operate as today's WBI, providing discretionary investment management operations.

  • 2008


    WBI ends the year with $194 million in assets under management as of 12/31/08. The Dividend Growth separately managed account strategy is launched, today known as Tactical Dividend Growth.

  • 2010


    WBI enters the mutual fund arena, launching its Tactical BA Fund (WBBAX) and Tactical DG Fund (WBDGX).

  • 2012


    WBI achieves $1B in assets under management! The firm's AUM totaled $1.3B as of 12/31/12.  

  • 2013


    WBI adds two new mutual funds to its product lineup: Tactical BP Fund (WBBPX) and Tactical DI Fund (WBDIX).


  • 2014


    WBI celebrates its 30th anniversary! In August, WBI has the most successful ETF launch in history. WBI's 10 active ETFs launch on the NYSE Arca and raise over $1 billion in assets in one day.

  • 2015


    WealthManagement.com nominates WBI's Enhanced SMA product for Outstanding Contribution for Separate Account Asset Managers. WBI was honored to receive this nomination and attend the awards!

  • 2016


    WBI adds to its product offerings with two new ETF launches - WBI Tactical Rotation Shares (WBIR) in July and WBI Power FactorTM High Dividend ETF (WBIY) in December. 

Investment Philosophy

This is How We Do It
We aim to achieve consistent returns with potentially less volatility and risk to capital
than traditional approaches.

Our Investment Process Video

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Resource Library

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