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Trend Switch
US 1000 Bond

The strategy utilizes a global macro data-driven model to navigate market conditions, switching between 'risk-on' and 'risk-off' positions.

Risk On, Risk Off

Each week our model decides on a "risk on" or "risk off" signal. When the model signals "risk-on", conditions are favorable for high-risk investments. When it signals "risk-off", the model perceives increased market risk and reduces exposure to riskier assets.

Global Macro

Our advanced model considers a range of influential factors, including CPI, installment debt, PPI, yield curve, market momentum, earnings, monetary policy, market valuation, advisor sentiment, and market volume dynamics.

Long-Term Growth

This approach aims to maximize gains in favorable conditions and protect capital during market downturns, dynamically balancing risk and reward.

Machine Learning

Utilizing machine learning and historical data, the Trend Switch strategies analyze key market indicators to predict weekly market returns, thereby guiding dynamic risk management.

Less Risk

The model predicts upcoming market returns from recent data and historical patterns, enabling dynamic risk management and optimized performance in varying market conditions.

Cyborg PM

This strategy is systematically managed by advanced technology, utilizing machine learning in a fully automated process to predict market returns and optimize risk management, thus ensuring consistent, data-driven investment decisions.

Book a Meeting

Book an online meeting now to discover how we can tailor our offerings to meet your specific needs.

WBI Investments LLC

331 Newman Springs Road

Suite 143

Red Bank, New Jersey 07701

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General Inquiries:
732-842-4920

Customer Care:
wbi@wbiinvestments.com

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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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