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Investment Loss Recovery

If a conservative to moderate investor loses, say, 20% of his portfolio designed by a financial advisor, the chances are very good that the advisor is at fault. Likewise, if a particular investment was described to you as a “good investment,” or “safe and secure” and later becomes worthless or illiquid, chances are good that someone misrepresented that investment to you.

We evaluate how much money was lost, why it was lost, and whether the law supports a claim for recovery. If the losses are significant, and were caused by an advisor’s mistake or an investment principal’s misrepresentations, we seek to set the sale aside – our clients offer to give back the investment in exchange for a return of their purchase price, plus interest and attorney fees when the law allows it.

Samuels Yoelin Kantor LLP. Business and Corporate Services

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