Attorneys searching for an experienced, qualified expert can contact us by email or by telephone. We have among the longest, deepest and broadest securities and fiduciary experience. Since 2003 provide independent, objective securities, fiduciary, compensation and damages opinions. We have well over 90% success achieving settlement or award. Consulting services We consult on case evaluation, […]
Fiduciary Liability Exposure Checklist Pitfalls for Attorneys, Business Managers and CPAs Providing investment advice to clients whether or not you receive compensation Drawing the line between investment advice and legal, financial or tax advice Serving as trustee to accomodate a client who doesn’t want heirs to know or be involved Recommending any investment, stockbroker, financial […]