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Follow Our Path to Success

  • 1984

    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

    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

    1993

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

  • 1997

    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

    2003

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

  • 2006

    2006

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

  • 2008

    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

    2010

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

  • 2012

    2012

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

  • 2013

    2013

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


    • 62 Employees
    • 9,000+ Accounts
    • $2.1 Billion in Assets Under Management

     

  • 2014

    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

    2015

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

  • 2016

    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.

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