• Extensive analysis of both current economic conditions and of the securities we intend to purchase in an attempt to zero in on the facts that matter.
  • Daily monitoring of portfolios in an effort to quickly recognize and accommodate the uncertainty of future events.
  • A disciplined trailing stop loss and goal setting process that attempts to balance risk and reward.
  • Active and responsive adjustments to portfolio allocations intended to recognize that risks may be present even if disaster doesn’t strike.
  • On-going research that measures how reality, as it actually exists, relates to the design and execution of portfolio strategies, rather than relying on conventional wisdom or emotional biases to pursue long-term results.
  • A range of portfolio strategies designed to provide an investment experience fitted to the goals and risk tolerance of our clients, so they have the information they need for good decision-making, taking risk into account.

Many of our clients have seen the results of our investment process reflected in the performance of their accounts over more than 20 years. Their continued confidence in our process reaffirms our confidence in following the system that produced those results. Of all the rules we follow, the most important is to always put our clients’ interests first. We believe the best way we can help our clients meet their goals is through our time tested, disciplined approach. As far as we’re concerned, ignoring risk to chase returns would be against the rules.

Have a great summer – and please drive safely.

Gary E. Stroik is Vice President, Chief Investment Officer and Lead Portfolio Manager, of WBI Funds. Stroik joined WBI Investments, Inc. (then known as Wealth Builders) in February 1990, serving as Vice President, Chief Investment Officer and Chief Compliance Officer. He received a B.A. in Honors English and Fine Arts from Georgetown University in 1976.

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