Investment Strategies

A true financial partner

Our team of advisors provide a full suite of financial services and resources for small and large businesses, non-profits, endowments and foundations. Our advisors leverage their extensive professional experience, as well as the diverse financial expertise of our other divisions to help business executives create a sound financial strategy. We have the expertise and skills to help business executives manage day-to-day cash flow needs, implement a cost-efficient 401(k) plan, provide an accurate valuation of the business, invest to grow their business or make an acquisition in the future.

Investment Services for Businesses & Institutions

  • Qualified plan and 401(k) plan investment advisory services
  • Investment management for non-profits and foundations
  • Private sale agreements for small private companies; investment banking resources for larger entities through B. Riley Securities
  • Directed share programs through B. Riley Securities