Banks
We understand the unique investment needs of banking institutions. We offer customized bank bond portfolio management, and our teams of Portfolio Managers and Client Relationship Managers are focused on helping banks achieve their financial goals.
Bank Trust Departments
We are experienced in helping bank trust departments meet the increasingly complex needs of their clients. We work with trust officers to develop investment plans that strengthen their clients' portfolios, while also fulfilling their fiduciary obligations. Our services include separately managed accounts, family of mutual funds, and a quarterly investment newsletter. By providing asset management solutions, outstanding client support and in-depth analytical services, WB Capital Management Inc. can become a valuable partner to your trust department.
Learn more about our Investment Strategies for Bank Trust Departments:
Fixed Income
Core Fixed Income
Core fixed income portfolios are managed to provide a high level of current income and capital appreciation that is consistent with the preservation of capital. The portfolios invest in corporate debt securities, mortgage related and asset-backed securities, and U.S. Government obligations to meet this objective. The portfolios represent an allocation to the investment grade U.S. dollar denominated bond market.
Sign up to download quarterly performance report
Large
Large-Cap Diversified
Large-Cap Diversified portfolios are managed to provide long-term capital appreciation and dividend income. This strategy invests in a broadly diversified portfolio of large capitalization stocks. This portfolio invests in 60-70 stocks and utilizes a process focused on quantitative screening and fundamental analysis.
Sign up to download quarterly performance report
Large-Cap Value
Large-Cap Value portfolios are managed to provide long-term capital appreciation from large capitalization stocks that generally provide high dividend yields and low price-to-earnings ratios. This strategy invests in value-oriented companies deliver improving cash flows, large stock buybacks, better than market dividend growth or capital redeployment to improve productivity. This portfolio invests in 35 to 50 stocks and utilizes a risk budgeting methodology in portfolio construction.
Sign up to download quarterly performance report
Mid
Mid-Cap Equity
Mid-Cap Equity portfolios are managed to provide long-term capital appreciation from mid-cap stocks. This strategy invests in companies with improving operating cash flows, growing revenues, and high returns on investment. This portfolio invests in 40 to 60 growth and value stocks with market capitalization ranges from $1 billion to $10 billion.
Sign up to download quarterly performance report
Small
Small-Cap Core Equity
Small-Cap Core equity portfolios are managed to provide long-term capital appreciation from small cap stocks. This strategy invests in companies with discounted valuations, while having identifiable catalysts that generate economic value for shareholders. This portfolio invests in 45 to 60 growth and value stocks with market capitalization ranges from $250 million to $2.5 billion.
Sign up to download quarterly performance report
Blend
SMID-Cap
SMID-Cap portfolios are managed to provide long-term capital appreciation from a blend of our small and mid cap strategies. This portfolio is designed to for investors seeking a separately managed account and who desire to hold stocks from a market capitalization range from $250 million to $10 billion. This portfolio typically holds 50 to 70 stocks.
Sign up to download quarterly performance report
|
