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
Margin loans (dangerously collateralized by securities) in Merrill Lynch and Morgan Stanley-Smith Barney accounts.

Margin loans are very dangerous and should not be suggested or sold to any investor without a detailed warning. Margin loans charge high interest and worse, are collateralized by the customer's securities in their accounts. If the market heads south, the investment firm can force sell securities in the account to pay the margin loan, resulting in catastrophic losses.

 

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