Meyer Wilson

Recovering Losses Caused By Investment Misconduct

How can I verify an investment is legitimate?

My financial adviser sent me a letter about an exclusive investment opportunity, but it’s not on company letterhead and something about it seems a little “off.”

As an investment scam attorney, there are two things about this scenario that worry me: the use of the word “exclusive” and the lack of official letterhead. Although it’s impossible to say for certain without more details, I can tell you that there have been some cases of unscrupulous investment advisers luring their clients into scams by passing off fake documents or promising “private” opportunities.

How to Tell if an “Exclusive” Investment Is a Scam

As with any investment, the best way to protect yourself is to do thorough research before handing over your cash. However, here are a few general tips for spotting these kinds of investment scams:

  • You are asked to make your check out directly to your adviser.
  • Your broker tells you that the investment opportunity is not supervised by his or her company.
  • Your adviser’s employer does not know about the investment.
  • The documents you are given use another company’s logo or do not include contact information.
  • The correspondence you receive does not come on company letterhead.

If you’d like to have an experienced investment scam lawyer review the details of your case, we’d be happy to meet with you in a free and confidential consultation to talk about your concerns. Just give us a call today, or fill out our easy online contact form.

When Choosing an Attorney, Results Matter

  • $30M
    $30,000,000 Recovered in Confidential Settlement for 100-Year-Old-Widow
  • $10M
    Retirees Recover in Excess of $10,000,000 of Retirement Losses
  • $6.5M
    $6,500,000 Recovered for a Large Group of Individual Investors
  • $5M
    $5,000,000 Recovered for Group of Midwest Clients
  • $3.8M
    Meyer Wilson Recovers More than $3,800,000 for Elderly Victim in Ponzi Scheme Case
  • $3.2M
    $3,200,000 of Losses Recovered by Meyer Wilson for More Than 50 Families of Ponzi Scheme in California

Choose a Firm with Accolades:

  • Super Lawyers
  • Million Dollar Advocates Forum
  • Preeminent AV Peer Review Rated
  • Best Lawyers Lawyer of the Year
  • Best Lawyers Best Law Firm
  • The Best Lawyers in America
  • Avvo 10/10 Rating