A portfolio is an appropriate mix or collection of investments held by institutions or a private individual.

Case Study

Financial Portfolio Management Expert

A financial portfolio management expert was needed for a breach of contract dispute involving allegations of improper management of a high net worth investment portfolio and private wealth investment account.

Case Study

Credit Card Portfolio Expert in Marketing Agreements

A credit card portfolio expert in marketing agreements with knowledge of marketing agreements and other industry practices in the credit card services industry was needed for a case alleging bad faith and breach of contract.

Case Study

Credit Card Securitization Expert in Due Diligence

A credit card securitization expert was needed for an action alleging fraudulent inducement and breach of fiduciary duty.