Services & Strategies
Hunters’ Gate Capital can help clients construct strategies and investment plans for a wide variety of clients and situations. We serve individual, corporate, and non-profit investment needs.
Individual Investors and their Families
We are supported by extensive resources and experienced in-house professionals who are knowledgeable in the complex issues of concern to affluent investors and families.
Working together, we will help you develop and implement a plan designed specifically with your unique needs and financial goals in mind. As your financial partner, your priorities are also our priorities. We’ll be there every step of the way to help you grow, protect, and enjoy your wealth.
Strategies and Solutions
- Passive and active strategies
- Proprietary and third-party management solutions
- Tax efficient and socially responsible investing
- Alternative investment strategies, including public/private real estate investments, hedge funds and private equity
- Portfolio aggregation and performance reporting
Investment Products
- Stocks
- Bonds
- Mutual funds
- UITs
- REITs
- Options
- IPOs & secondary offerings
- Preferred stocks
- Alternative investments
- Annuities
- Insurance
Company Founders & Business Owners
We deliver world-class financial services and resources, customized investment strategies and comprehensive investment banking services to help your business thrive. Our clients include small businesses, private companies, large corporations, non-profits, and foundations.
Strategies and Solutions
- Qualified plan and 401(k) advisory services
- Corporate executive services
- Investment management for non-profits and foundations
- Corporate liquidity resources*
- Private sale agreements for small private companies*
- Directed share programs*
- 144 and restricted stock transactions
- Cash flow and liquidity*
- Investment banking services*
*Offered through B. Riley Financial affiliates and/or third party providers
Consulting Services for Qualified Plans and 401(k)s
- Plan design assistance
- Investment policy statement
- Investment review
- Investment recommendations
- Manager evaluation
- Performance reporting
- Participant education
- Plan provider search
