Consulting and Asset Management for Corporations and Non-Profits
B. Riley Wealth Management advisors also support the complex investment needs of corporate executives and the businesses they oversee – corporations, non-profits, endowments and foundations.
Comprehensive Investment 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
- Business lending resources*
- Investment banking services*
Consulting Services for Qualified Plans and 401(k)s
- Plan Design Assistance
- Investment Policy Statement
- Investment Review
- Investment Recommendation
- Manager Evaluation
- Performance Reporting
- Participant Education
- Plan Provider Search
Envision® Investment Planning Process
Combining goal-based advice with sophisticated statistical modeling, the unique Envision process creates an effective, easy-to-understand method for investors to prioritize and achieve important life goals.
- The process incorporates:
- Defining major life goals
- Ideal and acceptable goals
- Prioritizing goals
- Stress testing
- Implementation
- Monitoring progress with the “Dot”
- Updating goals and priorities
You’ll have the ability to monitor the progress toward goals and dreams you wish to accomplish. Your Envision plan creates a benchmark unique to your goals and situation. This information is displayed on your statements and online, where it is updated monthly.
