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Join Us for "WBI Launches Models on Envestnet" Webinar

Updated: Nov 2, 2023

On November 9th at 11:00 AM EST, our team at WBI will be hosting a webinar discussing the launch of five innovative multi-manager machine optimized ETF models on the Cetera platform, Envestnet. These models include:


1. WBI Cy Target Drawdown -5

2. WBI Cy Target Drawdown -10

3. WBI Cy Target Drawdown -15

4. WBI Cy Target Drawdown -20

5. WBI Cy ETF Bond Ultra Short Duration Target Drawdown -5



Crafted meticulously by CyborgTech, our award-winning* software affiliate, our machine optimization methodology has been developed with a keen focus on a diverse range of ETFs. Notably, the models feature ETF brands such as Direxion, Invesco, iShares, Pacer, ProShares, JP Morgan, SPDRs, and Fidelity. Here's a closer look at our process:

  • Broad ETF Universe: Our exploration began with an expansive universe of over 3,000 ETFs, ensuring a comprehensive initial selection.

  • Quantitative Filtering: Leveraging sophisticated quantitative tools, we distilled this universe to the top 10% or less, zeroing those manager with strong risk-adjusted returns.

  • Rigorous Simulations: Next, we ran approximately 2 million simulations, each meticulously designed to achieve a targeted drawdown in the worst calendar year while attempting to maximize up market return.

  • Enhanced Compounding: A key facet of our strategy is to augment compounding, aiming to optimize potential growth avenues for investors.

  • Proprietary Expertise: At the core of our models is a proprietary algorithm, harmoniously paired with our exclusive Capital Power RatioTM calculation.

We remain committed to offering high-quality, optimized investment solutions. We are confident that these models provide a unique opportunity for those seeking to navigate the dynamic market landscape effectively.

For a deeper understanding of these models and to gather comprehensive insights, RSVP to our webinar on November 9th. We look forward to seeing you there!



To learn more about WBI, visit our website.




Disclosure

* CyborgTech LLC and WBI Investments LLC received the Fintech Breakthrough Award for Best Robo Advisory Platform in March 2021, March 2022, and March 2023. Consideration for these awards is not a guarantee of future performance. WBI Investments LLC and CyborgTech LLC submitted applications for review but did not directly or indirectly compensate Fintech Breakthrough for any rankings and/or awards. The awards programs are conducted on an annual basis. For more information on the award categories and criteria, visit FinTech Breakthrough.

For Investment Professional Use Only.

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 of the time and there is always the possibility of loss. You should not assume that any for all accounts or profitable all of the time and there is always the possibility of loss. 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. This information is compiled from sources believed to be reliable, accuracy cannot be guaranteed. 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 www.adviserinfo.sec.gov.

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Unless otherwise indicated all performance is sourced from Bloomberg.

Disclosure

The views presented are those of the authors and webinar or podcast hosts/participants, and should not be construed as investment advice. The authors, podcast participants, webinar hosts, or clients of WBI Investments, LLC (WBI) may own stock discussed in these insights. WBl is an investment adviser in New Jersey. WBl is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. WBl only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of WBI's current written disclosure brochure filed with the SEC which discusses among other things, WBI's business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. This site contains links to third-party websites. WBl does not endorse, approve, certify, or control these websites and does not assume responsibility for the accuracy, completeness, or timeliness of the information located there. Your access to and use of such websites is governed by the terms of use and privacy policies of those sites, and shall be at your own risk. WBI disclaims responsibility for the privacy policies and customer information practices of third-party internet websites.

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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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