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August 01, 2018 08:30 AM Eastern Daylight Time

RED BANK, N.J.–(BUSINESS WIRE)–WBI Investments, Inc., a leading provider of wealth-building strategies targeting an optimal blend of bear market protection and bull market return, today announced the addition of four enhanced separately managed accounts to the SMArtX Advisory Solutions Platform: WBI Balanced Enhanced, WBI Dividend Income Enhanced, WBI Dividend Growth Enhanced, and WBI Dividend Retirement Strategy.

“WBI’s Enhanced SMAs® provide advisors with complete risk-managed portfolio solutions”

SMArtX, a leading financial technology and Turnkey Asset Management Platform, features more than 140 firms and nearly 400 strategies on its UMA platform. The platform enables wealth advisors to customize portfolios with a wide range of investment strategies and securities. Over the last 10 months, SMArtX has seen a 1,900% increase in assets under management from $30mm to over $600mm since July 2017. SMArtX sees a steady growth rate in the future, particularly as more interest arises from advisors subject to the Folio Dynamix/Envestnet merger.

“WBI’s Enhanced SMAs® provide advisors with complete risk-managed portfolio solutions,” said Don Schreiber, Jr., founder and CEO of WBI. “We believe we revolutionized SMA construction when we launched our suite of active ETFs in 2014 and incorporated them as the underlying investments in this enhanced product structure.”

The four Enhanced SMAs join WBI’s Retirement Income Enhanced SMA, which was added to the platform in 2016.

“The SMArtX platform facilitates access to WBI’s actively managed strategies. We’re excited to provide our time-tested process and risk mitigation to a broader clientele,” said Matt Schreiber, WBI President and Chief Investment Strategist.

Stay Connected: Follow WBI on Twitter, LinkedIn and Instagram. Listen to Bull | Bear Radio on Soundcloud, Apple Podcast or Google Podcast.

About WBI

For over three decades, WBI’s goal has been to help investors stay comfortably invested by aiming to reduce risk to capital. Our value-driven investment process and risk-managed SMA and ETF strategies can help investors navigate both bull and bear markets.

For important disclosure information, please click here.

Related

Matt Schreiber

Mr. Matt Schreiber is Co-CEO and is responsible for the day-to-day oversight of WBI’s business operations. As Chief Investment Strategist, Mr. Schreiber’s responsibilities include market and economic analysis, portfolio strategy, and product design and development. Mr. Schreiber is CEO of CyborgTech, LLC. Mr. Schreiber brings his industry experience to the development of proprietary financial software and technology. CyborgTech introduced Cy, a revolutionary advisor-assisted robo, that combines financial planning concepts with custom-tailored portfolios optimized utilizing quantitative analytics and advanced mathematics.

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The views presented are those of the authors and podcast participants, and should not be construed as investment advice. The authors, podcast participants, or clients of WBI Investments (WBI) may own stock discussed in these insights. WBI is an investment adviser in New Jersey. WBI is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. WBI only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of WBI’s current written disclosure brochure filed with the SEC which discusses among other things, WBI’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. This site contains links to third-party websites. WBI does not endorse, approve, certify, or control these websites and does not assume responsibility for the accuracy, completeness, or timeliness of the information located there. Your access to and use of such websites is governed by the terms of use and privacy policies of those sites, and shall be at your own risk. WBI disclaims responsibility for the privacy policies and customer information practices of third-party internet websites.

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Bull | Bear Insights
  • Bull|Bear Insights
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      July 25, 2023

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      January 9, 2023

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