Investment Portfolio

Investment portfolios are the securities owned by an individual consisting of a combination of stocks, bonds, mutual funds, and other types of securities.

Case Study

Securities Investment Compliance Expert

A securities investment compliance expert was needed for a class action securities fraud action involving a financial services investment company.

Case Study

Private Equity Expert in Investment Due Diligence

A private equity expert in investment due diligence was needed in a financial services dispute involving allegations of fraud, breach of fiduciary duty , and self-dealing in connection with management of certain private equity investment funds.

Case Study

Derivatives Expert in Equity Monetization

A derivatives expert in equity monetization was needed for professional malpractice litigation.