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Are You Active?

by Matt Schreiber

By Matt Schreiber – WBI President and Chief Investment Strategist

Staying active is just as important to your financial well-being as it is to your health. With market risk a constant threat to your capital, we’re firm believers that having an active management approach is a pillar of investment success.

At WBI, it’s simple. Protecting your capital is our number one priority. Getting all the return doesn’t mean much if your capital base isn’t protected from devastating losses like we’ve seen before. That is why we combine smart security selection with unwavering risk protection, to give investors the best chance of achieving their financial goals.


In our experience, human emotion can derail an investor’s financial success. WBI’s quantitative management system removes the danger of human emotion from the investing equation. Our uniquely active process is designed to keep us invested when market trends are favorable or to build cash when conditions indicate a high degree of risk with a low probability of success. We believe we have changed the active equation: Protect capital and maintain high-quality security selection coupled with the compounding power of dividends. 

The time is now to put emotion aside. Tame the Bear. Run With the Bull.® 


Past performance does not guarantee future results.This is not an offer to buy or sell any security. No security or strategy, including those referred to directly or indirectly, is suitable for all accounts or profitable all of the time and there is always the possibility of loss. You should not assume that any discussion or information provided here serves as a substitute for personalized investment advice from WBI or any other investment professional. If you have questions regarding the applicability of specific issues discussed to your individual situation, please consult with WBI or your chosen professional advisor. This information is compiled from sources believed to be reliable, accuracy cannot be guaranteed. WBI’s advisory operations, services, and fees are in the Form ADV, available upon request.

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. 

You are not permitted to publish, transmit, or otherwise reproduce this information, in whole or in part, in any format to any third party without the express written consent of WBI Investments, Inc.

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