Our Process
A Portfolio Manager Who Knows You and Your Goals is Essential
Choosing someone to help manage your money is an important decision. Selecting someone who understands investments, and who understands your individual financial goals is important. Ideally, that person should also be someone who is easy to talk to, and who you can rely on to provide assistance and advice whenever you need it.
Hunters’ Gate Capital, your team at B. Riley Wealth Management, provides just this kind of service. We combine top-quality professionalism with the personal approach you deserve. Your Portfolio Manager is a Financial Advisor, someone you know and can meet face-to-face. You will establish a one-on-one relationship and be treated as an individual with a unique financial situation. We will get to know you, understand your priorities, goals, risk tolerance, values, and resources. Based on your needs, we will take the time to discuss your situation as often as you like. Together we will structure an investment plan for you or your company.
Put the Capabilities of B. Riley and Our Expertise and Experience to Work for You
Through Hunters’ Gate, you will be investing with B. Riley, one of the fastest growing financial and most innovative financial institutions in America.
B. Riley & Co. was founded by Bryant Riley in 1997 as a boutique stock-picking and research firm serving small cap companies. It wasn't until 2014, with the merger of publicly-traded Great American Group, a provider of asset disposition and appraisal services, that B. Riley Financial was formed and RILY was listed on NASDAQ.
Today, B. Riley Financial ("B. Riley") companies provide tailored financial solutions to meet the strategic, operational, financial advisory and capital needs of its clients. Our diverse suite of business capabilities goes beyond traditional financial service offerings. By leveraging cross-platform expertise and assets, our companies are uniquely positioned to provide full service, collaborative solutions to all investors.
Hunters’ Gate Capital can draw on a wide array of services and resources to help direct your investments. We utilize information from our product and research specialists, as well as other sources, to enhance your investment progress.
As a result, you not only receive personalized investment attention, but you also enjoy the backing of all B. Riley services and institutional integrity.
Take Four Steps to a Sound Financial Strategy
Hunters’ Gate Capital oversees four critical stages in the development of your personal investment plan.
- Setting Your Financial Goals
It is not enough to set broad goals of a comfortable retirement, education for you children, or buying a new home. You must set specific goals. What will it cost when your children are ready to enter college? When do you want to retire? We will help you define your risk tolerance. - Asset Allocation
Our Group calculates the mixture of stocks, bonds, and cash equivalents that is right for you. Asset allocation is more than just deciding to invest in stocks or bonds; it’s balancing this mix with changing market conditions and the level of volatility that matches your risk tolerance. - Security Selection
Not every stock or bond is right for you. Through a detailed analysis of companies, industries, and overall economic situations, we identify and select specific securities for your portfolio. - Continuous Monitoring
Because market conditions and the economic conditions and the economic outlook are always changing, we will monitor your investments on an ongoing basis.
An Investment Plan Tailored to Your Needs
Our Group will design your portfolio according to your specific financial goals, and then use a disciplined investment approach toward meeting your objectives.
Do you require an equity, fixed income, or balanced portfolio? Hunters’ Gate will work with you to establish the appropriate asset allocation that provides maximum performance in accordance with your risk tolerance and investment goals.
Our Commitment
Hunters’ Gate Capital is committed to building long-term relationships with our clients. Earning your trust is a responsibility we take very seriously.
As a client of Hunters’ Gate, you can expect to have an ongoing dialogue with us. We’ll review your portfolio, talk about new investment opportunities, and discuss the current market environment and any changes in your investment objectives.
The process begins with a detailed personal discussion. First, we will help you determine your investment objectives and risk tolerance. Then, through our expertise and experience, we can help you find the balance between stocks, bonds, and alternative investments that will help you achieve your investment objectives.