WBI Investments manages investment portfolios for individual and institutional clients using a variety of proprietary quantitative strategies. Founded in 1984, WBI specializes in actively and passively managed separately managed accounts, exchange-traded funds, and unified managed accounts. The firm emphasizes capital preservation through risk management techniques, including dynamic trailing stop-loss processes and tactical allocations to cash or fixed-income securities during unfavorable market conditions. WBI primarily provides its investment services through third-party financial intermediaries and introducing advisors, including its affiliate CyborgWealth. Clients can access WBI through traditional separately managed accounts, tax-smart exchange-traded fund strategies, or the internet-based Cy Portfolio Optimization Program.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Total annual management fees generally range between 1.0% and 2.25%, which includes both WBI's management fee (retaining no more than 1.0%) and the introducing advisor's service fee. Fees are negotiable.