FUNDS
WBI Absolute Return Balanced Fund
The Balance Fund's investment objectives are to seek current income and long term capital appreciation, while also seeking to protect principal during unfavorable market conditions. Under normal market conditions, the Balanced Fund's target allocation is 50% dividend-paying equity securities and 50% fixed income securities. Up to 10% of the Fund's net assets may be invested in other strategies, including option strategies to hedge risk for the overall portfolio or for individual securities held. MORE >
WBI Absolute Return Dividend Growth Fund
The Dividend Growth Fund's investment objectives are to seek long-term capital appreciation and current income. Under normal market conditions, the Dividend Growth Fund's target allocation is 90% dividend-paying equity securities. Up to 10% of the Fund's net assets may be invested in other strategies, including fixed income securities (which include high-yield or "junk" bonds) and option strategies to hedge risk for the overall portfolio or for individual securities held. MORE >
Portfolio Managers
Gary E. Stroik, Vice President, Chief Investment Officer, Chief Compliance Officer and Lead Portfolio Manager
Mr. 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 also serves as Vice President and Chief Compliance Officer of Hartshorne Group, Inc., a registered investment advisory firm, since January 2010. He received a B.A. in Honors English and Fine Arts from Georgetown University in 1976.
Donald R. Schreiber, Jr., President, Chief Executive Officer and Co-Portfolio Manager
Mr. Schreiber founded WBI Investments Inc. (then known as Wealth Builders) in August 1984, serving as President and Chief Executive Officer. He also serves as President of Hartshorne Group, Inc., a registered investment advisory firm, since January 2010 and as President of Advisor Toolbox, Inc., a financial services technology and business consulting firm, since July 2005. He received a B.S. in Business from Susquehanna University in 1977.