WBI Presentation Demo Meeting On-Demand

Advisors can schedule a one-on-one web meeting to learn more about WBI products and services

Unleash the Power of Compounding

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

WBI Retirement Income

Want to learn more about our flagship Retirement Income strategy? This product uses our time-tested investment management process designed to protect capital and generate income in retirement.

Duration: 45 min

WBI Active Management

Learn more about the firm's active and risk-managed investment process.

Duration: 45 min

WBI Trend Switch Series

Want to learn more about our sophisticated price and macroeconomic trend following strategies? The strategies utilize a toggle between “risk-on” or “risk-off” allocations depending on market conditions, such as technical trends, monetary policy, valuation, sentiment, and interest rate changes.

Duration: 45 min

Get to Know WBI

Want to learn more about WBI? Schedule a quick call to discuss WBI investment strategies or questions about markets and the economy.

Duration: 30 min

Redefine the Investor Experience with Cy

Cy is a revolutionary portfolio optimization software that seeks to change the way people invest. Cy combines what we believe to be critical financial planning concepts with the most advanced portfolio optimization calculation currently on the market.

Cy Demo

Interested in what Cy can do for your clients? This demo will highlight key aspects of the technology to help you get started.

Duration: 60 min

Cy Questions

Are you a current Cy user with questions about the technology? Schedule a quick meeting to get answers.

Duration: 30 min

WBI Advisor Events

This Week's Online Events

Register for one of the live online events planned for this week. New to Zoom? Check out the video to learn how to join a meeting. 


This is not an offer to buy or sell any security. There is always the possibility of loss, including the loss of the initial investment.

Cy is a proprietary wealth management platform developed by WBI Investments, Inc. (“WBI”) in conjunction with WBI Technologies LLC. It should not be assumed that the future results of any specific investment strategies analyzed by Cy will be profitable or suitable for all investors. Moreover, the analysis provided by the Cy optimization platform analysis may vary with use and time.

While WBI seeks to manage and monitor risk, there is no way to remove risk. There is no guarantee objectives will be achieved.