At WBI, we have managed risk to capital for institutions and private investors for over 30 years. We build outcome-oriented investment solutions to reduce loss and maximize return. We offer SMA & ETF options for institutional and private clients.

Active Risk-Managed SMAs

WBI’s active investment process seeks to manage risk to capital, unleash the benefits of compounding, and grow capital efficiently through good and bad market cycles. Our Bull|Bear Strategies combine our time-tested, multi-factor security selection models with our advanced dynamic trailing stop process to protect capital.

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BULL|BEAR BALANCED STRATEGY

Designed to be a globally allocated blend of high-yield dividend stocks and investment-grade bonds. It is intended to be used to supplement income in retirement or as a conservative core allocation for long-term growth of capital. Available in both Tax-Smart and Traditional structures.

What is a Tax-Smart SMA? Click here.

BULL|BEAR RETIREMENT INCOME STRATEGY

Designed to be a globally allocated blend of high-yield dividend stocks and quality corporate or high-yield bonds. It is intended to be used as a retirement income strategy or as a conservative core allocation for long-term growth of capital. Available in both Tax-Smart and Traditional structures.

What is a Tax-Smart SMA? Click here.

BULL|BEAR DIVIDEND RETIREMENT STRATEGY

Designed for moderate investors seeking a high level of current income from dividend-paying stocks. By combining passive and active dividend exchange-traded funds, the strategy seeks to maximize return and dividend income while also providing downside risk protection. Available in the Tax-Smart structure.

What is a Tax-Smart SMA? Click here.

BULL|BEAR DIVIDEND INCOME STRATEGY

Designed to be a global allocation of high-yield dividend stocks. It is intended to be used as a moderate allocation for long-term growth of capital. Available in both Tax-Smart and Traditional structures.

What is a Tax-Smart SMA? Click here.

BULL|BEAR DIVIDEND GROWTH STRATEGY

Designed to be a global allocation of dividend stocks. It is intended to be used as a moderate allocation for long-term growth of capital. Available in both Tax-Smart and Traditional structures.

What is a Tax-Smart SMA? Click here.

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Power Factor SMAs

Time-tested over 30 years, WBI’s multi-factor security selection models have been designed to develop the most powerful factor combinations to find the strongest stocks to buy. Our Power Factor Strategies unleash the power of our rigorous security selection to maintain a fully invested approach to maximize return through better security selection. Portfolios maintain a fully invested posture with comparable risk to market indexes and are suitable for aggressive investors. WBI employs a quarterly rebalancing approach in an effort to ensure only stocks with the strongest fundamentals are included.

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POWER FACTOR RISING DIVIDENDS 2500 SMA

Designed to build a core allocation of SMID equities with growing dividends. The strategy aims to provide attractive returns and long-term growth of capital, and the potential for growth of income.

POWER FACTOR VALUE 2500 SMA

Designed to build a core allocation of dividend-paying SMID equities with a deep value bias. The strategy aims to provide attractive returns and long-term growth of capital.

POWER FACTOR YIELD 2500 SMA

Designed to build a value-oriented allocation of higher yielding dividend-paying SMID equities. The strategy aims to provide attractive returns and long-term growth of capital.

POWER FACTOR QUALITY 2500 SMA

Designed to build a core allocation of dividend-paying SMID equities with the highest quality fundamentals for value and growth. The strategy aims to provide attractive returns and long-term growth of capital.

POWER FACTOR RISING DIVIDENDS 1000 SMA

Designed to build a core allocation of large-cap equities with growing dividends. The strategy aims to provide attractive returns and long-term growth of capital, and the potential for growth of income.

POWER FACTOR VALUE 1000 SMA

Designed to build a core allocation of dividend-paying large-cap equities with a deep value bias. The strategy aims to provide attractive returns and long-term growth of capital.

POWER FACTOR YIELD 1000 SMA

Designed to build a value-oriented allocation of higher yielding dividend-paying large-cap equities. The strategy aims to provide attractive returns and long-term growth of capital.

POWER FACTOR QUALITY 1000 SMA

Designed to build a core allocation of dividend-paying large-cap equities with the highest quality fundamentals for value and growth. The strategy aims to provide attractive returns and long-term growth of capital.

POWER FACTOR ALL CAP HIGH YIELD DIVIDEND SMA

Designed to build a core allocation of dividend-paying SMID and large-cap equities with the highest yield and highest quality fundamentals for value. The strategy aims to accelerate compounding for long-term growth of capital through its combination of higher dividend reinvestment and price appreciation.

POWER FACTOR ALL CAP RISING DIVIDENDS SMA

Designed to build a core allocation of dividend-paying SMID and large-cap equities with the highest yield and highest quality fundamentals for value, growth, and yield. The strategy aims to accelerate compounding and price appreciation for long-term growth of capital through its combination of high value, growth, and higher dividend reinvestment.

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Trend Switch SMAs

WBI has utilized domestic stock and fixed income trend models in our quantitative management process for nearly three decades. The Trend Switch Strategies are designed to give investors simple solutions to optimizing bull and bear market cycles.

To learn more about the investment management process of this series, click here.

BULL|BEAR TREND SWITCH US 1000

Optimizes risk and return for U.S. large cap equity exposures. The quantitative equity model develops bull and bear indicators by evaluating changes in monetary policy, advisor opinion, advance decline ratios, earnings yield, and up/down volume. When conditions are deemed favorable, the strategy will invest in passive, large-cap ETFs. When conditions are unfavorable, the model will trigger a switch to cash or its equivalent.

BULL|BEAR TREND SWITCH US 1000|BOND

Optimizes risk and return by looking first to the Equity model. When conditions are deemed favorable for equity the strategy will invest in passive, large-cap ETFs. If conditions are deemed to indicate high equity risk, we then look to the Bond Model to determine preference for bond type and duration or cash.

BULL|BEAR TREND SWITCH US 2000

Optimizes risk and return for U.S. SMID equity exposures. The quantitative equity model develops bull and bear indicators by evaluating changes in monetary policy, advisor opinion, advance decline ratios, earnings yield, and up/down volume. When conditions are deemed favorable, the strategy will invest in passive, SMID-cap ETFs. When conditions are unfavorable, the model will trigger a switch to cash or its equivalent.

BULL|BEAR TREND SWITCH US 2000|BOND

Optimizes risk and return by looking first to the Equity model. When conditions are deemed favorable for equity the strategy will invest in passive, SMID-cap ETFs. If conditions are deemed to indicate high equity risk, we then look to the Bond Model to determine preference for bond type and duration or cash.

BULL|BEAR TREND SWITCH US BOND

Manages both credit quality and duration for U.S. fixed income securities across high-yield, corporate bonds, and treasuries. The strategy analyzes individual quantitative trend modules for the economy, commodities, monetary policy, change in interest rates to generate credit quality and duration signals.

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Exchange-Traded Funds

WBIA – WBI BULL|BEAR RISING INCOME 2000 ETF
WBIB – WBI BULL|BEAR VALUE 2000 ETF
WBIC – WBI BULL|BEAR YIELD 2000 ETF
WBID – WBI BULL|BEAR QUALITY 2000 ETF
WBIE – WBI BULL|BEAR RISING INCOME 1000 ETF
WBIF – WBI BULL|BEAR VALUE 1000 ETF
WBIG – WBI BULL|BEAR YIELD 1000 ETF
WBIL – WBI BULL|BEAR QUALITY 1000 ETF
WBII – WBI BULL|BEAR GLOBAL INCOME ETF
WBIH – WBI BULL|BEAR GLOBAL HIGH INCOME ETF
WBIR – WBI BULL|BEAR GLOBAL ROTATION ETF
WBIY – WBI POWER FACTOR HIGH DIVIDEND ETF

Investing Education

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