When making decisions concerning your investment portfolio, it's important to understand that overconcentration in any one stock or industry can be risky. Your financial advisor has a fiduciary duty to make certain that your portfolio is properly allocated and well diversified to avoid the possibility of overconcentration. If you feel your investment advisor has failed to properly manage your portfolio causing an overconcentration in one area, contact a California investment fraud lawyerfrom our firm today and let us help you resolve your securities concerns.
The suitability of an investment for your portfolio must be properly managed by your broker to be certain that misconduct in the form of overconcentration does not occur. If your portfolio is both properly allocated and well diversified then your investment broker is doing his job. Your broker's failure to do either one of these can cause your investments to be too heavily invested in one area and can put you in a position of excessive risk should the market perform poorly in that area of overconcentration. Our experienced legal professionals can help you unravel your securities dispute and bring a successful resolution to your investment concerns.
Investment Overconcentration Lawyer Serving California
When you put your trust in an investment professional to help you prepare for your future security, you have a right to assume that your best interest is paramount. Whether you are a big investor or small, you have a legal right to expect your broker to perform his/her fiduciary duty and safeguard your portfolio from overconcentration. At The Law Offices of Jonathan W. Evans & Associates, our number one priority is the successful outcome of your securities dispute. With 35 years of experience in litigating cases involving securities fraud, we have assisted hundreds of clients seeking a resolution to their investment concerns. Our skilled and proven attorneys are committed to devoting the necessary time and resources to building a successful strategy of resolution for your securities challenge.
Contact a California overconcentration investment attorney from our firm today for immediate action and assistance regarding protecting your interests with your securities portfolio.
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