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  • Attorneys David Meyer and Matthew Wilson have been selected to the list of Super Lawyers since 2011 and 2015 respectively.

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  • 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.

Asset Allocation

Explained by Investment Fraud Lawyers

A competent financial advisor understands that the key to a successful, profitable portfolio is proper asset allocation and diversity.

Types of asset classes include:

  • Cash
  • Bonds
  • Stocks
  • Real estate
  • Foreign currency
  • Natural resources

In a given year, any one asset class or combination of classes may be up while the others are down. Due to the near impossibility of being able to accurately predict which classes will do well in any particular year, proper diversification between and within assets is integral to maintaining a relatively steady rate of return.

Additionally, the asset allocation right for you at the age of 30 will likely be different than the one recommended to you at 60 by a knowledgeable advisor. Financial advisors and stockbrokers have a duty to spend the time necessary to learn about your current circumstances and your future goals in order to recommend the best asset allocation to maximize your return in a manner compatible with your comfort level for risk.

Your financial advisor has to have the big picture in mind. What are your financial goals and what strategy are they going to recommend so that you reach those goals? A good financial strategy is of course going to involve some level of risk, but that risk should be balanced by expected reward. In fact, each individual investment will have a different risk/reward. All of those collective risks and rewards must be viewed as a collective whole.

There is no one way or right way to allocate assets, but there are objectively wrong ways for your financial advisor to handle your investment portfolio. A securities fraud attorney at Meyer Wilson can evaluate your financial history to see if we notice any red flags, red flags that could indicate that your financial advisor was acting in their best interests rather than yours.

If your advisor or brokerage firm failed to adequately allocate your assets, you may have a claim for negligence or misconduct in the event you suffer losses. The allocation of an investor's assets has been shown to account for more than 90% of the investor's return. Due to the high impact asset allocation has on your portfolio's overall performance, your brokerage firm and securities advisor has a duty to provide a considered, deliberate distribution of your assets.

Securities Fraud Lawyers with Over 50 Years' Combined Experience

The goal of asset allocation is to maximize returns while minimizing risk. Overall, your financial advisor should be balancing your portfolio for achieving your goals and investment objectives, not their own. If you believe that your financial advisor is improperly allocating your assets, and you suffered significant financial losses, then you may have a claim. Do not hesitate to contact an investment fraud attorney at Meyer Wilson today.

Our firm is no stranger to facing large investment firms on behalf of our clients. We have over 50 years of combined experience helping hundreds of clients recover their wrongfully-lost assets. We recovered over $350 million, and we have no intention of slowing down. The sole aim of our securities fraud lawyers is recovering the financial damages suffered by victims of fraud.

Fill out our online form for a no-cost case evaluation to see how we can help you.

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.

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