RED BANK, N.J.--(BUSINESS WIRE)--WBI is thrilled to announce its nomination for “Outstanding Contribution for Separate Account Asset Managers” by WealthManagement.com. Each year, the WealthManagement.com Industry Awards recognize the outstanding achievements of the people, products, and firms that support financial advisor success. Winners for each category will be announced on September 24th at the WealthManagement.com Industry Awards Dinner in New York City.
“We are extremely excited and honored to be nominated for Outstanding Contribution for Separate Account Asset Managers,” said Matt Schreiber, President of WBI. Last August, WBI launched 10 actively managed ETFs to enhance the structure and replicate the management process of its existing SMAs through a patent-pending approach utilizing proprietary ETFs, the Enhanced SMA™.
“With the market at all-time highs and heightened volatility, we believe WBI’s active, Enhanced SMA is a great way to take the edge off investing and also provide improved tax efficiency,” said Don Schreiber, Jr., CEO of WBI. “While our SMAs may go up a little less in up-markets, they are designed to go down considerably less during a bear market run.”
Founded in 1984, WBI seeks to provide investors with wealth-building investment strategies that target an optimal blend of bear market capital preservation and bull market return. The firm’s strategies aim to produce attractive returns with less volatility and risk to capital. WBI Investments, Inc. manages separately managed accounts, mutual funds, and exchange-traded funds.
Important Information
Past performance does not guarantee future results
All economic and performance information is historical and not indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this document, will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for your portfolio. WBI Enhanced SMA Program accounts are subject to investment risk, including the possible loss of principal amount invested. The ETFs used in WBI Enhanced SMA Program accounts may invest in other ETFs, mutual funds, and Exchange Traded Notes (ETNs) which will subject the account to the additional expenses of each ETF, mutual fund, or ETN, as well as to the risk of owning the underlying securities held by each. Options on securities held in an ETF may be subject to greater fluctuations in value than an investment in the underlying securities. In addition, ETFs may be subject to one or more of the following risks: market risk, model risk, management risk, dividend risk, growth risk, value risk, debt security risk, foreign market and currency risk, high-yield security risk, small and medium company risk, portfolio turnover risk, securities business risk, mortgage-backed securities risk, new fund risk, and trading price risk. Moreover, you should not assume that any discussion or information provided here serves as the receipt of, or as a substitute for, personalized investment advice from WBI 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, you are encouraged to consult with WBI or the professional advisor of your choosing. All information, including that used to compile charts, is obtained from sources believed to be reliable, but WBI does not guarantee its reliability. Information pertaining to WBI’s advisory operations, services, and fees is set forth in WBI’s current disclosure statement, as same is on file with the United States Securities and Exchange Commission, a copy of which is available from WBI upon request.
