B. Riley Wealth Portfolio Advisers, LLC

Fairfax Global Investment Management LLC, previously known as B. Riley Wealth Portfolio Advisers, LLC, is an investment adviser based in Middleburg, Virginia, established in 2012. The firm specializes in offering advisory and sub-advisory services, including separately managed accounts and model portfolios comprised of ETFs or stocks. Clients can grant full trading discretion to the firm when selecting an investment manager. Fairfax manages approximately $151.5 million in client assets on a discretionary basis. The firm charges a maximum investment management fee of 2.50% of assets under management, with negotiable fees and account minimums. Clients include individuals, high net worth individuals, pension plans, and corporations, with a minimum account size of $30,000. Fairfax follows a global tactical asset allocation strategy, aiming to identify persistent trends in various asset classes. The firm's investment process involves three steps: trend identification, strategy rules, and securities selection. Clients should be aware of the risks associated with investing, including market volatility and potential losses. Fairfax does not charge performance-based fees and does not vote client proxies. The firm has a Code of Ethics and may pay referral fees to financial representatives. Clients can engage Fairfax on a discretionary basis, allowing the firm full authority over investment transactions.