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Investment Solutions

Wise investing, sage advice


At B. Riley Wealth Management, we work with the understanding that a successful investor is an informed and educated investor. That’s why we have systems in place and technological tools to help our clients understand what they own in their portfolios and why.

From stocks and bonds to an expansive universe of mutual funds and ETFs, fixed income products, actively managed funds, alternatives, borrowing and liquidity solutions, and separately managed accounts, your B. Riley Wealth Management financial advisor can help you allocate your assets to arrive at the right mix for your long-range goals and tolerance for risk. Whether you are just starting out or approaching retirement, we can help you select just the right investments for whatever phase of life you’re in.

Annuities and Life Insurance

B. Riley Wealth Management offers a full range of annuity products and insurance options designed to help your assets work harder for you and create a dependable income stream, even after you retire.

Moreover, annuities and life insurance can provide dependable protection for your family and their future, and peace of mind for you. Our in-house experts know how to help you find just the right annuities and life & long term care policies to provide financial security for you, your spouse, your children, and your business.

Protection is a significant part of managing your wealth. Let us help you safeguard your wealth, your family and your future.


For individuals with more complex investment needs, traditional investments may not be enough to create the level of diversification and proper asset allocation your long-range goals require. Alternative investments – such as private equity, venture capital, real estate investment trusts (REITS), hedge funds, commodities and more – offer qualified investors an opportunity to increase diversification in their portfolios and mitigate risk.

Your B. Riley Wealth Management financial advisor has access to a broad range of alternative investments, and the expert support to serve the unique needs of the most sophisticated investors.

Borrowing and Liquidity

Comprehensive wealth management means addressing both sides of the balance sheet. When you have the need for cash or liquidity – to buy a new car, a house, a real estate investment opportunity, business expense – it’s nice to know you have options.

Our affiliated lending partners* offer a full range of loan options and securities-based borrowing solutions, and a team of knowledgeable lending experts to help you choose the right solution for you and your family.

*Banking and lending services are sourced through third-party providers.