WBI Trend-Following SMAs Now Available at Envestnet and SMArtX

General News

Summary

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 three trend-following strategies as FSP (Fund Strategist Portfolio) solutions on Envestnet. “Over the past few years, the firm’s portfolio management team has worked to improve the veracity of each model’s signal in an effort to improve performance and allow us to offer industry leading trend following products,” said Don Schreiber, Jr., Founder and CEO of WBI. Were extremely excited to bring more solutions to our current Broker-Dealer partners, and welcome new opportunities with more clients in the near future.” Stay Connected: Follow WBI on Twitter, LinkedIn and Instagram. 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.

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General BI

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WealthTech SaaS Financial Software

Linked Companies

Envestnet
$1B+
Tamarac
$10M to $25M