Portfolio
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.