WBI nominated for Outstanding Contribution for Separate Account Asset Managers
RED BANK, NJ – (COMMERCIAL THREAD) – WBI is delighted to announce its nomination for “Outstanding Contribution for Segregated Account Asset Managers” by WealthManagement.com. Each year, the WealthManagement.com Industry Awards recognize the outstanding achievements of the people, products and businesses that support the success of financial advisors. The winners of each category will be announced on September 24e at the WealthManagement.com industry awards dinner in New York.
“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 improve the structure and replicate the management process of its existing SMAs through a patent pending approach using proprietary ETFs, the Enhanced SMA ™.
“With the market at record highs and increased volatility, we believe WBI’s Active and Enhanced SMA is a great way to reduce investment and improve tax efficiency,” said Don Schreiber, Jr., CEO of WBI. “While our SMAs may rise a little less in bull markets, they are designed to fall considerably less in a bear market.”
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 company’s strategies aim to produce attractive returns with less volatility and risk to capital. WBI Investments, Inc. operates separately managed accounts, mutual funds and exchange traded funds.
Past performance is no guarantee of future results
All economic and performance information is historical and is not indicative of future results. Different types of investment involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy or product referred to directly or indirectly in this document will be. profitable, equal to any corresponding historical performance shown. level (x) or be tailored to your portfolio. WBI enhanced SMA Program accounts are subject to investment risk, including possible loss of invested capital. 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 expense of each ETF, mutual fund, or ETN, as well than the risk of holding the underlying securities held by each. Security options 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 risk and currency risk, high yield security risk, small and medium business risk, portfolio turnover risk, securities business risk, mortgage backed securities risk, new fund risk and the trading price risk. Further, you should not assume that any discussion or information provided herein serves as a receipt or substitute for personalized investment advice from WBI or any other investment professional. To the extent that you have questions regarding the applicability of any specific matter discussed to your individual situation, we encourage you to consult WBI or the professional adviser of your choice. All information, including that used to compile the charts, is obtained from sources believed to be reliable, but WBI does not guarantee its reliability. Information relating to WBI’s advisory operations, services and fees are set out in WBI’s current disclosure statement, as filed with the United States Securities and Exchange Commission, a copy of which is available from from WBI on request.