FUNDS OVERVIEW

WBI FUNDS
Fund Institutional No Load
WBI Tactical BA Fund WBBAX WBADX
WBI Tactical BP Fund WBBPX WBPNX
WBI Tactical DG Fund WBDGX WBIDX

PORTFOLIO MANAGERS

Don Schreiber, Jr.

Don Schreiber, Jr.
Founder, CEO and Co-Portfolio Manager

Mr. Schreiber has led the firm since 1984, keeping fiduciary responsibility and global business-building strategy at the forefront of his leadership.

Since founding WBI® in 1984, Mr. Schreiber has focused company resources on developing the firm’s proprietary time-tested investment approach, seeking to provide investors with wealth-building investment strategies that provide low volatility, low correlation, and an optimal blend of bear market capital preservation and bull market return. Mr. Schreiber continues to push the envelope of investing across the firm's product lines - separately managed accounts, mutual funds, and exchange-traded funds.

Considered an expert in his field, Mr. Schreiber is often called upon by the press to provide his perspective on investments, markets, economics, and financial planning. He appears on Bloomberg, CNBC, Fox Business News, and is frequently published in print.

Mr. Schreiber is co-author of "All About Dividend Investing", published by McGraw-Hill in 2011 and authored "Building a World Class Financial Services Business: How to Transform Your Sales Practice into a Business Worth Millions", released by Dearborn Publishing in 2001.

Mr. Schreiber earned a Bachelor of Science Degree in Business Finance from Susquehanna University.

 

Gary Stroik

Gary Stroik
Vice President, Chief Investment Officer and Lead Portfolio Manager

Mr. Stroik is Vice President of WBI®, as well as Chief Investment Officer and Lead Portfolio Manager. He is also the Chairman of WBI's Investment Committee. In addition to his duties as CIO, Gary served as the firm’s Chief Compliance Officer from January 2004 to June 2013.

Mr. Stroik's service with the firm dates back to 1990 when he began to help develop the firm’s proprietary risk-managed investment approach it uses today. His exhaustive economic analysis and research have proven to be integral in running WBI's investment management process.

Frequently published in print media, Mr. Stroik has also done several industry radio shows. Additionally, he is co-author of "All About Dividend Investing", published by McGraw-Hill in 2011.

Mr. Stroik received a B.A. in Honors English and Fine Arts from Georgetown University.