B. Riley Financial Varied

WISDOM Model Portfolio Program

A Smarter Approach to Investing

Invest wisely with the WISDOM model portfolios. Professionally managed by B. Riley Wealth's skilled Investment Solutions team, WISDOM means you spend less time tracking and trading investments, and more time focused on reaching your long-term financial goals.

Whatever your financial goals are, there is a WISDOM model portfolio to complement your overall wealth strategy.

WISDOM Model Portfolios

Whether you prefer a conservative investment approach, or are looking for higher return potential through a more aggressive strategy, there is a WISDOM model portfolio suited to your overall wealth strategy, life stage and risk considerations.

Each model reflects a long-term strategic allocation of capital to several carefully selected ETFs or mutual funds representing equity and fixed income components, along with an alternatives component to hedge against downside risk.

Experienced Asset Management

Your advisor will guide you to an appropriate selection among the 12 available models composed of mutual funds or exchange traded fund (ETF) allocations. All portfolios also incorporate alternative investments.

  • Actively managed by B. Riley Wealth's experienced Investment Solutions team, backed by years of investment experience.
  • Each model built through careful selection of most appropriate investments from a universe of more than 8,500 mutual funds and 3,500 ETFs.
  • Continuous due diligence process regularly analyzes all funds' and managers' performance.
  • No transaction or hidden costs. A simple annual fee with no redemption fees or back-end charges*.
  • Low minimum investment lets you diversify across multiple models at the same time - $15,000 for mutual fund models or $25,000 for ETF models.
  • Automatic rebalancing in response to market conditions, model performance and other factors ensures your strategies remain focused and up to date.

Be Wiser with your Investments

Help ensure your investments continue to work in your best interests. Make the smart move and talk to your B. Riley Wealth financial advisor about employing WISDOM in your financial strategy.


All investing involves risks, including the possible loss of principal. There can be no assurance that any investment strategy will be successful or that a fund will meet its investment objective. Investments fluctuate with changes in market and economic conditions and in different environments due to numerous factors some of which may be unpredictable. An investment in a mutual fund will fluctuate and shares, when sold, may be worth more or less than their original cost. Exchange-Traded Funds are subject to risks similar to those of stocks. Investment returns may fluctuate, so that an investor's shares, when redeemed, or sold, may be worth more or less than their original cost. Exchange Traded Funds may yield investment results that, before expenses, generally correspond to the price and yield of a particular index. There is no assurance that the price and yield performance of the index can be fully matched. Asset allocation/diversification cannot eliminate the risk of fluctuating prices and uncertain returns. *The fees for the WISDOM program include advisory services, performance measurement, transaction costs, custody services and trading. The fees do not cover the fees and expenses of the underlying funds. The standard fee schedule, which is negotiable, is based on account size and an assumed active equity portfolio. Please carefully review the advisory disclosure document for a full description of our services, including fees and expenses. Advisory accounts are not designed for excessively traded or inactive accounts and may not be suitable for all investors.