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Build better portfolios with Cy

Cy is an enterprise-grade wealth management platform. Did you know that Cy is short for “Cyborg?” We believe that the combination of man and machine is a powerful duo. We believe the human advisor is critical to investor success. Cy’s advanced quantitative optimization engine generates target loss and return portfolios to help meet client goals.

Target loss and return

Are you tired of fuzzy risk scores? After all, what is the loss associated with a conservative, moderate, or aggressive portfolio? If you ask 100 different people, you will likely get 100 different answers.

Cy allows advisors and clients to quickly identify the loss of capital that will cause a client to bail and fail on their investment plan. The platform will also calculate an accurate cash flow and asset-based required rate of return.

Unleash capital compounding with machine optimization

Einstein said, “Compounding is the 8th wonder of the world and the most powerful financial force in the universe.”

Cy utilizes an agnostic universe of ETFs, mutual funds, and SMAs to find the top managers that produce strong risk-adjusted returns.

When you combine higher return managers with lower loss, you can significantly improve capital compounding.

Our experts are ready to answer your questions and show you how Cy can help you achieve your investing goals. Our half-hour consultation may be the best investment of time for your future. Are you ready to transform your investment portfolio?

Since 1984, The Hartshorne Group has been helping clients build, manage, and protect their wealth through a highly customized approach to financial planning. The Hartshorne Group’s headquarters are located in Red Bank, New Jersey.

Past performance does not guarantee future results. There is always the possibility of loss, including the loss of the initial investment. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to buy any security or product that may be referenced herein. You should not assume that any information provided here serves as the receipt of, or substitute for, personalized financial advice from The Hartshorne Group (“HG”) 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 HG or the professional advisor of your choosing. Information pertaining to HG’s advisory operations, services, and fees is set forth in HG’s disclosure statement in Part 2A of Form ADV, a copy of which is available upon request.

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. There is no guarantee objectives will be achieved. The sample Cy Optimized Portfolio presented above represents a hypothetical illustration of the interface, operation, and output of the Cy algorithmic optimization tool. The illustration is not representative of any actual client experience and is shown for informational purposes only and it does not predict or project the performance of an actual available investment or investment strategy.