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WBI adds four more SMA products to SMArtX


WBI Investments, a provider of risk-managed SMA and ETF strategies, has added four enhanced separately managed accounts to the SMArtX Advisory Solutions Platform: WBI Balanced Enhanced, WBI Dividend Income Enhanced, WBI Dividend Growth Enhanced, and WBI Dividend Retirement Strategy.

SMArtX features more than 140 firms and nearly 400 strategies on its UMA platform. The platform enables wealth advisors to customise portfolios with a wide range of investment strategies and securities. Over the last 10 months, SMArtX has seen a 1,900 per cent increase in assets under management from USD30 million to over USD600 million since July 2017. SMArtX sees a steady growth rate in the future, particularly as more interest arises from advisors subject to the Folio Dynamix/Envestnet merger.
“WBI’s Enhanced SMAs provide advisors with complete risk-managed portfolio solutions,” says Don Schreiber, Jr, founder and CEO of WBI. “We believe we revolutionised SMA construction when we launched our suite of active ETFs in 2014 and incorporated them as the underlying investments in this enhanced product structure.”
The four Enhanced SMAs join WBI’s Retirement Income Enhanced SMA, which was added to the platform in 2016.
“The SMArtX platform facilitates access to WBI’s actively managed strategies. We’re excited to provide our time-tested process and risk mitigation to a broader clientele,” says Matt Schreiber, WBI President and Chief Investment Strategist.

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