INVESTMENT SOLUTIONS

Whether you’re interested in investing for growth or income, looking to managing accounts for individual objectives, or preserving and passing wealth to desired beneficiaries, Justin Apakian is ready with a vast array of investment products, services, and solutions that can help you pursue your unique financial objectives.

Justin Apakian has the ability to offer solutions tailored to each individual client. Whether using a full-service brokerage account or an asset management account, clients can enjoy comprehensive investment products, financial services, and planning strategies. Justin Apakian takes pride in delivering customized portfolio solutions to suit specific financial goals and various life stages.

This includes diverse products and services designed for a variety of purposes: from traditional investments, to risk management strategies designed to help safeguard income and assets, to alternative investments for those looking to diversify a portfolio strategy.

If you are retiring from a job, or switching from a different career, do not leave your 401k behind.
Justin will work with you on all aspects of your 401k rollover process ensuring control over retirement assets, and a greater array of investment products to meet all of your financial needs, investment objectives, and risk tolerance.

OPTIONS INCLUDE:

  • Traditional investments – such as stocks, bonds, mutual funds, and ETFs. Our experienced advisors are supported by dedicated specialists through leading vendors and our institutional clearing relationships.
  • Advisory services – a full range of fee-based advisory programs across all major custodians including advisor-directed accounts, separate accounts managed by third-party money managers, well-known institutional asset managers, and turnkey managed account programs.
  • Alternative Investments – such as REITs, oil and gas programs, equipment leasing and other alternative investments to help sophisticated investors implement diversified portfolio strategies.
  • Retirement Income and Education Products – including 529 plans, IRAs, SEP IRAs, SAR/SEP IRAs, Simple IRAs, Roth IRAs, 401(k) plans, pension plans, profit-sharing plans and variable annuities, 401k rollovers.
  • Insurance products – help reduce the risk of financial loss by utilizing life, health, disability, long-term care and other insurance products. We can help protect and prolong income by utilizing various types of annuity products. Clarifying the complex world of insurance products, explaining the various costs, features, benefits, riders, payout factors, and helping you make better investment decisions.

B. Riley Wealth representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.

Securities and variable insurance products offered through B. Riley Wealth Management, Inc., member FINRA/SIPC. Fee-based advisory services offered through  B. Riley Wealth Advisors, Inc., an SEC-registered investment adviser. Fixed insurance products offered through B. Riley Wealth Insurance. 

Investments may lose value. Not FDIC insured. 

LEGAL DISCLOSURE

CUSTOMER RELATIONSHIP SUMMARY