A complete list of active advisors currently associated with WBI Investments, LLC

Warmer can help you find a great advisor at WBI Investments, LLC or one who fits your needs even better.

WBI Investments, LLC provides fee‑based, discretionary investment management to a mix of retail and institutional clients, including individual and high‑net‑worth investors, pension and profit‑sharing plans, and other entities. Its services are delivered through separately managed accounts, unified managed accounts, and by making affiliated exchange‑traded funds and model portfolios available to advisors and platforms. The firm’s investment process blends quantitative multi‑factor security selection with tactical risk‑controls, including proprietary Trend Switch models that shift exposure between equities and cash or fixed income based on market signals. WBI also offers a Tax‑Smart approach that allocates to its affiliated ETFs and an online Cy Portfolio Optimization platform that uses proprietary optimization and historical simulations; the brochure discloses the use of back‑tested and hypothetical performance in model development and marketing. Notable distinctions relative to many peers include acting as sub‑adviser to a family of affiliated ETFs and serving investment company and pooled‑vehicle clients, operating an advisor‑facing optimization platform, and maintaining affiliated firms (including a registered adviser and fintech entities) that provide technology, distribution, and introducing‑advisor relationships. The firm also discloses public educational appearances, authored materials, and the use of modeled and advertised performance and ratings — practices it identifies as potential sources of conflicts and that are less common among team‑sized firms.

To learn more about the advisors currently working at WBI Investments, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.