Fort Lauderdale Over-Concentrated Investments Attorney
Nowhere is the old adage, "Don't put all your eggs in one basket," more applicable than in the world of investing. The importance of having a diversified portfolio designed specifically to accommodate an investor's unique investment objectives and risk tolerance has been proven repeatedly. It is the responsibility of your broker or investment advisor to recommend suitable investments that will help you reach your financial goals.
When our financial professionals recommend that we put a large portion of our money into one type of investment, it exposes us to substantial risk and could result in serious financial losses if the investment goes bad. At the law firm of Sonn | Erez, our Florida diversified investment lawyers have represented countless clients across the country and internationally in cases where a broker's failure to diversify cost our clients money.
The Right Firm for Your Over-Concentration Claim
While there are always certain industries that seem to be producing higher returns than others at any given time, brokers must be prudent in making their recommendations to investors when deciding where to put their money. Because, at any point, the trend could change and the investor could suffer a devastating financial loss.
If you have lost substantial value to your accounts after following your broker's advice to put a significant percentage of your money into one stock, industry or fund, we are ready to help you. Our attorneys have extensive experience in these types of cases and we will fight aggressively to recover the money that you lost.
Call for a Free Consultation
Contact our office today to discuss your over-concentration case. You can reach us by phone at 1-866-FRAUD-11 or via e-mail. We take every case on a contingency basis, which means we don't collect a fee unless we make a financial recovery for you.*
Under Florida Bar rules, we are not able to discuss our past results on this website. If you would like to learn more about our previous cases, please contact us for additional information.
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*Client will be responsible for costs and expenses.
