ABOUT US

OUR ADVANTAGE

For over three decades, WBI's goal has been to help investors stay comfortably invested by aiming to reduce risk to capital. The WBI Funds employ WBI's time-tested investment process which is designed to adjust portfolio allocations from being fully invested to maximize return, to raising cash in an effort to protect capital as risk increases. We believe that capital preservation in bear markets is far more important to achieving success than chasing higher returns during bull markets.

BUY PROCESS

WBI's stock selection process is computer-driven. Quantitative fundamental information flows through the system to evaluate domestic and foreign equity securities. The goal is to find stocks with the best value and dividend characteristics. Once candidates are identified, an overlay of technical analysis confirms the timeliness of any security purchase. If cash is available within the target allocation, the buy discipline systematically adds qualifying securities to the portfolio.

SELL PROCESS

Once a security is purchased, a strict sell discipline with a dynamic trailing stop and goal setting process is applied to each position. The WBI Dynamic Trailing Stop (DTS) is not a market order stop or stop limit order placed with a brokerage firm, but an internal process for monitoring price movements. The system attempts to control the effects of volatility for each invested position and protect portfolio value. If a security stays within the acceptable price channel, it remains in the portfolio. Should a security move outside the acceptable price channel, a stop is triggered and the security is sold.

WBI'S KEYS TO INVESTING more >


Important Information

The WBI Dynamic Trailing Stop (DTS) is not a stop loss order or stop limit order placed with a brokerage firm, but an internal process for monitoring price movements. While the DTS may be used to initiate WBI's process for selling a security, it does not assure that a particular execution price will be received.