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WB Capital Management Inc. provides comprehensive investment services for employers sponsoring qualified or nonqualified plans. We have capabilities in managing various types of tax-deferred assets, as well as strategies for various time horizons, restrictions and cash flows.
Services provided:
- Separately managed accounts
- Family of mutual funds
- Board of Trustee presentations
Learn more about our Investment Strategies:
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.
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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.
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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.
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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.
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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.
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Blend
SMID-Cap
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.
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