Welcome to WBI Direct Invest: Investing Made Easier

Investing doesn’t have to feel overwhelming.

WBI Direct Invest is a digital robo-advisor designed to make it easier to get invested and stay invested. We combine automated investment management with access to the WBI team when you want human help.

How WBI Direct Invest works

Getting started takes three simple steps:

1. Tell us about yourself. Answer a few questions about your goals, time horizon, and comfort with risk.

2. Get your portfolio. WBI Direct Invest recommends a diversified ETF portfolio matched to your answers and guides you through opening your account.

3. Fund your account. Link your bank, and WBI manages the portfolio for you.

There is no minimum to get started. Pricing is transparent and tiered, so the fee rate decreases as an account balance grows.

A disciplined, data-driven process

WBI Direct Invest uses proprietary quantitative portfolio construction enhanced by machine learning to build and manage diversified portfolios.

The process evaluates more than 1,000 exchange-traded funds, or ETFs. It considers how investments have participated in rising and falling markets, along with diversification, concentration, correlation, drawdown behavior, and other quantitative measures.

That may sound technical, but the goal is straightforward: create a disciplined portfolio matched to you and manage it through a consistent, rules-based process.

Why ETFs?

ETFs can provide diversified, cost-efficient exposure across sectors and global markets. Instead of asking you to select individual investments, WBI Direct Invest recommends and manages a diversified ETF portfolio based on your goals, timeline, and risk tolerance.

Automated investing with human access

Many digital investing services are software-only. WBI Direct Invest combines automated portfolio management with access to the WBI team when you need it.

The technology behind your portfolio is overseen by WBI’s investment leadership. WBI Investments has been managing portfolios since 1984.

Ready to learn more?

Explore WBI Direct Invest, review the fee schedule, or answer a few questions to receive a portfolio recommendation matched to your goals, timeline, and comfort with risk.

Investing involves risk. Diversification does not assure a profit or protect against loss. Past performance does not guarantee future results. This information is provided for informational purposes only and should not be considered a substitute for personalized investment advice.