Financial Management

WBI Announces Strategic Partnership with Pacer ETFs

WBI Announces Strategic Partnership with Pacer ETFs
WBI, an invest-tech and fintech company, and Pacer a 9-time award winning exchange traded fund provider, today announced a strategic partnership to transform how financial advisors interact with clients to personalize and implement model portfolios.

WBI is a 2-time award winning fintech platform offering investment technology that optimizes multi-manager portfolios that target loss or return. With inputs from the client and assistance from a financial advisor, the platform’s interactive toolkit establishes client benchmarks for loss and return. The imbedded invest-tech then optimizes a portfolio to meet the client’s targets. Financial advisors can instantly customize the portfolio(s) to position the client for success.

Pacer is a 9-time award winning exchange traded fund provider that has been recognized for its client-focused philosophy. One of the industry’s leading firms in strategy-driven, rules-based ETFs, Pacer continues to seek innovative and timely ways to serve investor needs and adapt to market conditions.

“WBI is excited to work with Pacer. Their rules-based ETF offerings seek to produce strong risk-adjusted returns which are favored by the platform’s optimization engine, This partnership allows both parties to build on the momentum around our innovative products and shared mission to help improve investor outcomes.”

- Matt Schreiber, Co-CEO at WBI

One of America’s leading investment technology firms, WBI invest-tech features a multi-manager machine optimization engine that builds portfolios that aim to target a specific level of loss while attempting to maximize return. The firm’s proprietary Capital Power RatioTM seeks to unleash capital compounding.

Similarly, Pacer’s Cash Cow Series aims to generate capital appreciation by investing in companies with high-free-cash-flow yield that are trading at a discount. The firm has grown their AUM by $10.3 billion in the last 14 months.

Bruce Kavanaugh, Head of Investments at Pacer Advisors, was just as excited about the newly formed partnership, commenting, This now allows Pacer to introduce cutting edge model solutions to advisors through an award winning technology leader.

Besides promoting the targeted loss portfolios of WBI’s technology platform, WBI and Pacer will look for other opportunities to partner on model construction.

About WBI
Founded in 1984, WBI is a trailblazer of technology-driven, goals-based wealth management solutions. The firm is a pioneer of active cash-hedged separately managed account and ETF strategies. WBI’s award-winning digital wealth management platform combines financial planning concepts and distinguished innovations to portfolio optimization and construction. WBI is a leader in providing client solutions tailored to their personal benchmarks for loss and return.

About Pacer ETFs
Pacer ETFs is a strategy-driven exchange-traded fund provider with 45 ETFs and over $18.5 billion in assets under management, as of 11/14/22. Pacer ETFs is focused on addressing investors’ needs through its six fund families, the Pacer Trendpilot® Series, Pacer Cash Cows Index® Series, Pacer Custom ETF Series, Pacer Thematic ETF Series, Pacer Factor ETF Series and Pacer Swan SOS ETF Series. Pacer ETFs employs a rules-based, passive management approach to track S&P, NASDAQ, FTSE Russell, and Custom Indexes.

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