B. Riley Fairfax Investment Strategies
B. RILEY FAIRFAX MANAGED INVESTMENT STRATEGIES
OFFERED THROUGH B. RILEY WEALTH PORTFOLIO ADVISERS
The B. Riley Fairfax investment strategies, offered through B. Riley Wealth Portfolio Advisers, provide access to professionally managed portfolios under the guidance of portfolio manager Paul Dietrich. The B. Riley Fairfax Investment Strategies are managed with the objective of building client wealth during bull markets, while simultaneously attempting to protect client capital from losses during severe, long-term bear market downturns.
A financial advisor can help you evaluate these managed investment strategies to determine which ones are best suited to your financial goals and objectives. These strategies are available to both individuals and private institutions.
B. RILEY FAIRFAX STRATEGIES
ACTIVE PERMANENT PORTFOLIO
- Conservative Strategy
- Invests assets across a diversified portfolio of stocks, bonds, cash and gold with the goal of avoiding significant losses. This strategy is considered an alternative to traditional bond portfolios.
- View the latest performance report
GLOBAL TRENDS STRATEGY
- Moderate Strategy
- Invests in global Exchange Traded Funds (ETFs) to provide a globally diversified equity portfolio.
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LARGE CAP CORE STRATEGY
- Moderately Conservative Strategy
- Invests in large-cap value stocks that pay dividends, including some of the largest companies in the world.
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Balanced Large Cap Core Strategy
- Moderately Conservative Strategy
- Invests primarily in large-cap value stocks with a percentage of assets in bonds.
- View the latest performance report