WBI CAPITAL

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WBI Capital is an investment management company that specializes in finance and financial services. It aims tp provide investors with wealth-building investments that target an optimal blend of bear market capital preservation and bull market return.

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WBI CAPITAL

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Industry:
Risk Management

Founded:
1984-01-01

Status:
Active

Contact:
800-772-5810


Current Employees Featured

andrew-putterman_image

Andrew Putterman
Andrew Putterman Independent Trustee of 11 actively managed ETF's @ WBI Capital
Independent Trustee of 11 actively managed ETF's
2014-01-01

More informations about "WBI Capital"

About - WBI

WBI is a leading provider of investment management solutions, with a longstanding commitment to helping financial professionals optimize their clients' financial outcomes. By combining innovative technology, quantitative research-driven strategies, and exceptional service, WBI โ€ฆSee details»

WBI ETFs | About WBI ETFs

WBI believes to be successful at investing you must protect against large losses of capital to improve compounding and achieve consistent capital growth. Our unique, comprehensive โ€ฆSee details»

WBI ETFs | Tame the Bear. Run With the Bull.

Combine time-tested, multifactor security selection models with our advanced dynamic trailing stop process to protect capital. MORE. Power Factor. Unleash the power of WBI's rigorous โ€ฆSee details»

Model Portfolio Subscription | WBI

Introducing WBIโ€™s Model Portfolio Subscription Serviceโ€”an innovative solution combining advanced technology with sophisticated investment strategies to empower financial advisors โ€ฆSee details»

WBI - Crunchbase Investor Profile & Investments

WBI Capital is an investment management company that specializes in finance and financial services. It aims tp provide investors with wealth-building investments that target an optimal โ€ฆSee details»

Funds - WBI ETFs

WBIโ€™s active investment process seeks to manage risk to capital, unleash the benefits of compounding, and grow capital efficiently through good and bad market cycles. Our Bull|Bear โ€ฆSee details»

Turnkey Platform | WBI

Cy, short for Cyborg, is WBIโ€™s innovative turnkey platform, blending the efficiency of a Robo-advisor with the personalized service of a human advisor. This powerful fusion of best-in-breed โ€ฆSee details»

WBI CAPITAL Trademark of WBI Investments, Inc. - Registration โ€ฆ

Filed in February 27 (2019), the WBI CAPITAL covers Financial and investment services, namely, providing and assisting others with financial and investment management, planning and โ€ฆSee details»

WBI INVESTMENTS, LLC Top 13F Holdings - WhaleWisdom.com

WBI Investments is a large advisory firm with 916 clients and discretionary assets under management (AUM) of $527,406,298 (Form ADV from 2024-07-08). Their last reported 13F โ€ฆSee details»

WBI - Asset Management Company - Morningstar

WBI products have lacked longevity, with only a 25% five-year risk-adjusted success ratio, meaning that of the strategies on offer, 25% have beaten their respective category median on โ€ฆSee details»

VentureCapital.org - Crunchbase Investor Profile & Investments

VentureCapital.org a non-profit organization, has been a premier resource for both entrepreneurs seeking funding. ... Investor Type Venture Capital ... Phone Number 208-901-5268; Wayne โ€ฆSee details»

WBI Investments Review 2025 - AdvisorSearch.org - investor.com

Feb 18, 2025 WBI Investments, registered in 1985, serves 33 state(s) with a licensed staff of 7 advisors. WBI Investments manages $527.4 million and provides investment advisory services โ€ฆSee details»

WBI Investments Inc - Company Profile and News - Bloomberg โ€ฆ

WBI Investments, Inc. provides wealth management solutions. The Company offers portfolio and investment management, financial planning, and advisory services to individuals, pension and profit ...See details»

WBI Capital - Web3 Crypto Company Profile, Funding, Valuation ...

WBI Capital is an investment management company that specializes in finance and financial services.See details»

WBI Active Risk-Managed ETFs

For nearly 30 years, WBIโ€™s active investment process seeks to manage risk to capital, unleash the benefits of compounding, and grow capital efficiently through good and bad market cycles. Our โ€ฆSee details»

Platform Features | WBI

WBI Investments LLC and CyborgTech LLC received the FinTech Breakthrough Award in March 2021, 2022, 2023, and 2024. The companies were finalists for the WealthManagement.com โ€ฆSee details»

Real Estate and Investments - WBI Investments

We offer direct financial support, providing the necessary capital for real estate projects through our own funds. Greater Profit Thanks to our experience, market knowledge, and ... [email protected]; Powered by Square Marketing; We Build Innovation Srl - P.IVA 17473811002; REA RM - 1720369See details»

WBI Investments Jumps To Fifth Spot Among Active ETF Issuers

Sep 10, 2015 The WBI Tactical High Income Shares (NYSE: WBIH) is now the 20th-largest actively managed ETF.That ETF has nearly $230 million in assets under management. WBIH โ€ฆSee details»

WBI Investments - Overview, News & Similar companies - ZoomInfo

Mar 22, 2021 WBI Investments has received an SBA PPP loan in the amount of $832,203 from Capital One resulting in the retention of 49 jobs. See all scoops. Highlights <$5M. ... Chief โ€ฆSee details»

WBI Investments Company Profile | Management and Employees โ€ฆ

WBI Investments Inc is a company that operates in the Financial Services industry. It employs 51-100 people and has $10M-$25M of revenue. ... SQL International Organization for โ€ฆSee details»