Author Archives: billriley

About billriley

Chief Executive Officer, Chief Compliance Officer A co-founder and shareholder, William Riley is a 33 year industry veteran, who observed, many years ago, that over time institutional investors typically outperform individual investors while accepting less risk. In his role as Chief Executive Officer, Bill works tirelessly to make the wealth management strategies used by the world’s wealthiest families and largest institutions available to our firm’s individual clients. Bill combines fundamental and technical analysis to minimize investment portfolio risk and maximize potential returns. He uses a variety of non-correlated asset classes, including alternative investments, to minimize portfolio volatility and seek absolute returns in down or flat markets. Finally, Bill believes in a comprehensive approach to wealth management that fully coordinates and seamlessly integrates portfolio management, risk management and asset protection, trust, estate, tax and charitable planning. Prior to co-founding Riley Wealth Management ,LLC, Bill held management positions at Merrill Lynch, UBS, Raymond James, Paine Webber and J.C. Bradford. Bill founded Fort Worth branches for Raymond James and J.C. Bradford. Prior to entering the financial services industry, Bill ran his families closely held businesses. Bill’s experience operating family businesses combined with his wealth management experience makes him uniquely qualified to advise entrepreneurs and business owners on a variety of matters including complex and sensitive issues relating to business succession. Bill’s degrees and designations included a Masters Degree in Business Administration (MBA), the Chartered Financial Consultant designation (ChFC), the Chartered Life Underwriter designation (CLU) and the Wealth Management Specialist designation (WMS). A Fort Worth native, Bill is a TCU alum and active in many civic and charitable organizations. Bill and his wife, Marsha, now reside in Colleyville, and they have four grown children and four grandchildren. When he is not working on portfolios or studying financial markets, Bill can be found on the golf courses of Ridglea Country Club.

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“The Market Is Up and I Am Not”

The S&P 500 is 500 companies/stocks. The Dow is comprised of 30 large publicly owned companies based in the United States. That is it. This is hardly indicative of “the market.” The market as I see it includes domestic and … Continue reading

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Happy Thanksgiving

As we all prepare for the coming holiday I would like to thank all of our clients for the opportunity to be of service to them and the business they have provided us. The market has been an interesting this … Continue reading

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Lesson Learned

Last Wednesday the market went through one of the most volatile days since 2008. Many people decided to go to cash and pull their investments from the market and hide. I continually preach against trying to time the market (going … Continue reading

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Easy Money Is Over

Over the last four weeks we have been reminded that volatility and corrections still exist. Back in 2009, you could buy anything and it would make money, but now the rules have changed.  The bull market is not over; in … Continue reading

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Isn’t Halloween on the 31st?

October 15 was quite a scary day for Wall Street with the index opened lower and plunged to its -3.04% in the early afternoon. The deepest intraday low since the -3.86% since the nosedive in November 2011. A buy the … Continue reading

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A quick look at this volatile week

Over the last two weeks the market decided to catch up; from no volatility to an unusual amount of volatility. Historically, it is not unusual to see this in September and October. However, we are just 3.5% off the all-time … Continue reading

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