PROFESSIONAL ASSET MANAGEMENT

There are many factors outside of your control that have an impact on the national and international stock markets- politics, pandemics, military conflicts, social media not to mention economic influences. Many investors lack the resources to make investment decisions when faced with this unpredictability. Often there is an overreaction or underreaction to market volatility, putting your investment goals at risk.

Under the guidance of Paul Dietrich, Chief Investment Strategist for B. Riley Wealth Management we can offer access to professionally managed portfolios under the B. Riley Fairfax Investment Strategies. These market strategies are managed with an overall strategy of building wealth in up markets, while attempting to shield the investments from losses in a severe long-term down market. These strategies are available to individuals, businesses and private institutions.

PRIMARY STRATEGIES AND FEATURES:

ALL-WEATHER PERMANENT PORTFOLIO

  • Conservative / Alternative Strategy to grow Portfolios designed to provide retirement assets that will last a lifetime
  • The Portfolio is broadly diversified across four distinct asset classes: Long Term Bonds, Precious Metals, Stocks, Short Term Treasuries
  • Designed so a negative event impacting one allocation should be offset by a more favorable response in one or more of the other asset allocations

GLOBAL TRENDS STRATEGY

  • Moderate Strategy
  • Invests in Exchange Traded Funds (ETF’s) to provide an equity portfolio that is global in scope and highly diversified.

LARGE CAP CORE STRATEGY

  • Moderately Conservative Strategy
  • Invests in large-cap dividend paying value stocks.

BALANCED LARGE CAP CORE STRATEGY

  • Moderately Conservative Strategy
  • Invests in large-cap value stocks with a mix of bonds

Within all of his investment strategies, Paul Dietrich believes in and invests in “value-oriented companies.”  This investment criteria consists of:

  • Industry sector leaders based on Market Capitalization
  • Low price to earning ratios (P/E) compared to industry sector
  • High equity returns
  • High  free cash flow production
  • Price momentum evidenced by outperforming the broad market or their industry sector.