Did you suffer significant losses in your investment account in 2008 or later?

We are currently filing such cases but they must be filed soon. Do NOT wait.

Even if you do not have a case, we can explain why your losses occurred - there is no cost.

If your advisor was or is a friend, be assured we respect that and only name the firm.

Most (90%) of our cases settle favorably for our client before any formal hearing is necessary.

There is no reason not to call us. Besides that, we are nice people and easy to talk to!



Home Cases We're Working On
Inappropriately aggressive portfolios sold to older or retired persons too concentrated in the stock market with no protection against downside risk

Investment firms should not create investment porfolios for their customers that contains excessive high risk funds, such as investments in the stock market which is notoriously volatile. Investors should generally have the same percentage of fixed income (bonds and other safe products) as their age. Retired persons with no future income should not have their assets invested where there is a high risk of loss. Many investment firms had their older retired clients in high risk stock market portfolios in 2008 resulting in huge and unnecessary losses. Those are very strong cases.