Open Accessibility Menu
Meet Our Legal Team
  • Attorneys David Meyer and Matthew Wilson have been selected to the list of Super Lawyers since 2011 and 2015 respectively.

  • Attorney David Meyer is a member of the Million Dollar Advocates Forum, an organization recognizing attorneys who have secured million dollar cases.

  • Martindale-Hubbell® Peer Review Ratings™ has recognized attorney David Meyer as an AV Preeminent® attorney in High Ethical Standing.

  • Attorneys David Meyer and Matthew Wilson have received a 10 out of 10 “Superb” rating on Avvo, calculated based on stringent and exhaustive criteria.

  • Attorney David Meyer was selected as the 2015 Lawyer of the Year for Professional Malpractice Law – Plaintiffs for Columbus, OH by Best Lawyers®.

  • Meyer Wilson was ranked as a Tier 1 Best Law Firm for both Mass Tort Litigation / Class Actions – Plaintiffs and Professional Malpractice Law – Plaintiffs by U.S. News.

  • Attorney David Meyerhas been selected to the list of the Best Lawyers in America® for Mass Tort Litigation / Class Actions – Plaintiffs and Professional Malpractice Law – Plaintiffs every year since 2011.

Should Asset Allocation Be Monitored?

Once my broker or financial advisor decides on an asset allocation plan for my portfolio, should the allocation be monitored?

If you have an ongoing relationship with your full service stockbroker or financial advisor, then your broker or advisor likely has accepted responsibility to monitor and to suggest changes to your asset allocation.

The purpose of asset allocation is to diversify your investments in different classes of assets so as to minimize your risk. Your risk may not be the same as another investor's risk and depends on things such as your individual goals, your age, and the state and stability of the financial markets.

If you suffer a financial loss because of the allocation of assets in your investment portfolio, then you may have the right to bring a securities arbitration claim before FINRA to try to recover your losses.

Many lawyers do not have experience in this narrow area of the law. However, our investment fraud practice group at Meyer Wilson has dedicated its entire practice to investor claims and class actions. We are the only law firm in Ohio who has made the commitment to only represent investors, and we have successfully represented hundreds of clients in stockbroker mediation, arbitration, and litigation claims.

Need More Information?

Investment misconduct can be complex and confusing. That’s why we’re here to help you. Visit our Common Questions page to find in depth answers directly from our attorneys. Get More Answers
Have You Been a Victim of Investment Fraud?

You trusted your financial advisor with your money, but now you're left wondering what went wrong. If you or a loved one suffered losses because of investment misconduct, Meyer Wilson can step in and fight to recover your losses. The team of investment fraud lawyers at the firm has been helping people like you since 1999 by winning judgments, settlements and verdicts worth hundreds of millions of dollars against brokerage firms, financial advisors and banks.

Get Help With Your Case Now

  • Please enter the name of the investment firm.
  • Please enter how much money you lost.
  • Please enter your first name.
  • Please enter your last name.
  • This isn't a valid email address.
    Please enter your email address.
  • This isn't a valid phone number.
    Please enter your phone number.
    You entered an invalid number.
  • Please enter a message.