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  • 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 (today known as Tactical Balanced) and ETF Plus. 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.

  • 2012

    2012

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

  • 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 Outstanding 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. 

  • 2017

    2017

    WBI launches its first ever Podcast series! Bull|Bear Radio hit the airwaves on September 22, 2017 and provides wealth building market insights every week. Catch up on all episodes HERE.

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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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