WBI® is a leading provider of institutional and private client wealth management solutions. Founded in 1984, WBI seeks to provide investors with wealth-building investment strategies that target an optimal blend of bear market capital preservation and bull market return. The firm’s strategies aim to produce attractive returns with low volatility and risk to capital. We help professional wealth managers, institutional investors, and private investors create and manage wealth by providing risk-managed, disciplined wealth-management approaches for investing. WBI manages separately managed accounts, mutual funds, and exchange-traded funds.
A leader in the investment services industry, WBI has provided risk-managed strategies to investors since 1992. At WBI, protecting investor capital is our first priority. Our unique comprehensive wealth-management strategies aim to help investors achieve their life and wealth goals.
Today, WBI Investments continues to operate as an independent, privately owned investment management firm that provides fee-only discretionary investment management to individuals, pension and profit sharing plans, charitable organizations, corporations, mutual funds, and other entities.
WBI's headquarters are located in Red Bank, New Jersey. The firm ADV can be found here.