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Run with the Bull

Explore strategies designed to produce attractive returns during bull markets.

Meet Cy

A new breed in TAMP technology.

Robo Advisors are automated investment platforms that typically offer asset allocated portfolios based on a client's risk tolerance. Turnkey Asset Management Platforms offer more personalized approaches with human advisors and a wider range of investment options. By combining these two concepts into a new Cyborg wealth technology platform, WBI offers advisors and their clients the convenience, efficiency, and engagement of a Robo with a human advisor to deliver a more personalized approach.

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Tame the Bear

Explore strategies designed for retirees and investors who want to protect capital during bear markets.

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Overall rating as of 3/31/2024

Based on risk-adjusted returns out of 355 funds in the Tactical Allocation Category.

Additional Disclosure

WBI Trend Switch US 1000

Utilizing innovative proprietary technology, the strategy analyzes a broad spectrum of data, from macroeconomic indicators to specific market metrics. This allows it to generate weekly signals to optimize investment positions — "risk on" for market upturns and "risk off" during downturns.

Buck the Trend

Discover our AI-driven strategies that seek to ride bull market trends while bucking bear market downturns.

STAY IN THE KNOW

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WBI Investments LLC

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Suite 143

Red Bank, New Jersey 07701

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wbi@wbiinvestments.com

© 2024 by WBI Investments, LLC

By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms & Conditions and Privacy Policy.

Past performance is not indicative of future results. This is not an offer to buy or sell any security. No security or strategy, including those referred to directly or indirectly, is suitable for all accounts or profitable all the time. This information is compiled from sources believed to be reliable, but accuracy cannot be guaranteed.

You should not assume that any discussion or information provided here serves as a substitute for personalized investment advice from WBI or any other investment professional. If you have questions regarding the applicability of specific issues discussed to your individual situation, please consult with WBI or your chosen professional advisor.

Additional information about WBI’s advisory operations, services, conflicts of interest and fees are in the Form ADV, which is available upon request or on the SEC’s website at http://www.adviserinfo.sec.gov.

WBI is a registered investment adviser. Registration of an Investment Adviser does not imply any level of skill or training.

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