We believe preserving capital to unleash the power of compounding is the most important element of a successful investment approach.

Our investment management system aims to tame the bear and run with the bull.

Will you be ready for the next market cycle?

DO YOU NEED INCOME?

Retirement Income SMA

Launched in 1993, the WBI Bull|Bear Retirement Income SMA helps investors get to and through retirement with active security selection and capital protection.

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Different Processes for Different Risk Levels
Active Risk-Managed

Combine time-tested, multifactor security selection models with our advanced dynamic trailing stop process to protect capital.

TREND SWITCH

Simple solutions for optimizing bull and bear market cycles utilizing domestic stock and fixed income trend models.

POWER FACTOR

Unleash WBI's security selection power. These aggressive strategies offer stronger potential for capital growth.

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WBI Insights
WBI experts share their insights and commentary on the latest market and economic news. Get market insights, our podcast, and insights from around the web in one easy place.
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Are you worried about recent market volatility?

Introducing the WBI Trend Switch Series

October 31, 2017 through September 30, 2019

WBI BULL|BEAR TREND SWITCH
US 1000|BOND

Growth of $1,000,000 Initial Investment Since Inception*

Source: Morningstar, Net of Fee.

Are you worried about recent market volatility?

Introducing the WBI Trend Switch Series

October 31, 2017 through September 30, 2019

WBI BULL|BEAR TREND SWITCH
US 2000|BOND

Growth of $1,000,000 Initial Investment Since Inception*

Source: Morningstar, Net of Fee.

Are you worried about recent market volatility?

Introducing the WBI Trend Switch Series

February 28, 2018 through September 30, 2019

WBI BULL|BEAR TREND SWITCH
US BOND

Growth of $1,000,000 Initial Investment Since Inception*

Source: Morningstar, Net of Fee.

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Get to Know WBI
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Our Leadership

Matt Schreiber, President & Chief Investment Strategist, and Don Schreiber, Jr., Founder & CEO.

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Our History

WBI has been helping investors achieve their goals since 1984.

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Our Philosophy

We believe preserving capital to unleash the powerful benefits of compounding is the key to successful investing.

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New Episodes Every Friday
WBI is bringing the fun back to finance with our weekly podcast. Our experts want to help people make informed investment decisions so they can be in better financial shape.

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Are you ready to get started?
Contact your financial advisor to see how WBI can help you better prepare for your future.
WBI's back office team is standing by to support our advisor partners.
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*Hypothetical $1,000,000 investment.

IMPORTANT INFORMATION

Past performance does not guarantee future results.
All economic and performance information is historical and 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 in this document, is suitable for all accounts or profitable all of the time and there is always the possibility of loss. Moreover, you should not assume that any discussion or information provided here serves as the receipt of, or as a substitute for, personalized investment advice from WBI or from any other investment professional. To the extent that you have any questions regarding the applicability of any specific issue discussed to your individual situation, please consult with WBI or the professional advisor of your choosing. This information is compiled from sources believed to be reliable, accuracy cannot be guaranteed. Information pertaining to WBI’s advisory operations, services, and fees is set forth in WBI’s disclosure statement in Part 2A of Form ADV, a copy of which is available upon request, or at the IAPD website found here.

At times, market conditions and the particular Portfolio Strategy, may call for an allocation of 100% to cash or cash equivalents. If the portfolio strategy invests all or a substantial portion of its assets in cash or cash equivalents for extended periods of time, including when it is investing for temporary defensive purposes, it could reduce the strategy’s potential return as the limited returns of cash or cash equivalents may lag other investment instruments in a strong market.

Net of Fee Performance is net of the maximum WBI investment management fee. WBI uses a model fee approach which consists of netting down 100 bps from gross returns on a monthly basis. Gross of Fee Performance is presented for comparison of manager performance, and excludes the effects of the investment management fees charged by WBI.

Benchmark performance does not include deductions of transaction and custodial charges or investment management fees, which would likely reduce performance results. Because the strategy involves active management of a potentially wide range of assets, no widely recognized benchmark is likely to represent performance of any managed account. WBI managed accounts may own assets and follow investment strategies which cause them to differ materially from the composition and performance of the benchmarks shown. Indices are unmanaged and may not be invested in directly.

You are not permitted to publish, transmit, or otherwise reproduce this information, in whole or in part, in any format to any third party without the express written consent of WBI Investments, Inc.

Russell 1000 Index: measures the performance of large-cap U.S. companies. Russell 2000 Index: measures the performance of small-cap U.S. companies. Bloomberg Barclays US Aggregate Bond TR Index: a component of the US Universal Index and covers the USD‐denominated, investment‐grade, fixed‐rate, taxable bond market of SEC‐registered securities.

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