Hunters' Gate Capital
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
