Asset Allocation

Investor Claims Is What We Do - All Day, Every Day

Since 1999 our law firm has recovered more than $350,000,000 for victims of investment fraud and misconduct.
  • Jury Verdict Won Against Prudential Securities $262 Million
  • Recovered for 100-Year Old Widow $30 Million
  • Recovered in Retirement Losses $10 Million
  • Recovered for a Large Group of Individual Investors $6.5 Million
  • Recovered for Elderly Victim in Ponzi Scheme Case $3.8 Million
  • Recovered for Elderly Ponzi Scheme Victim $3.2 Million
  • Recovered for More Than 50 Families of Ponzi Scheme in California $3.2 Million
  • Recovered for 35 Families in Northeast Ohio $3.1 Million
  • Losses Recovered for 20 Retirees $3 Million
  • Recovered for Retired Physician Against Major Wall Street Firm Prior to Filing FINRA Arbitration $2.5 Million

Asset Allocation Misconduct Attorney

Are You the Victim of Asset Allocation Misconduct?

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.

How Do I Know If I'm the Victim of Asset Allocation Misconduct?

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 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.

The Meyer Wilson Way

ResultsFocused Representation
  • More than $350,000,000 Recovered
  • Voted Best Lawyers in America┬« for over Ten Years Running
  • David Meyer is the Immediate Past-President of Public Investors Advocate Bar Association (PIABA)
  • Over a Thousand Investor Claim Cases Since 1999
  • Exclusive Focus on Investor Claims & Class/Mass Action Lawsuits
  • Deep Bench of Skilled Attorneys and Staff Members

Trusted by over 1,000 investors

Meyer Wilson has represented over 1,000 individual investors in high-stakes claims across the country, and has recovered over $350 million on their behalves. See what former clients have to say about our team.

  • “I primarily worked with Courtney Werning throughout the process and she was informative and knowledgeable. I trusted and fully recommend Courtney and her team.”

    - S.R.
  • “The communication throughout the process was on par - and they took the time to indulge me with the various questions and opinions.”

    - R.G.
  • “What I truly appreciated was getting a great result for my Mom with limited involvement/stress on her.”

    - S.W.
  • “We went to arbitration with the other respondent and I got to see firsthand the level of professionalism and expertise the Meyer Wilson firm can deliver.”

    - D.V.
  • “Chad would take the time to call and talk with me. His explanations were always clear and concise. I also appreciate all the effort put into the details and statistics required to argue this case.”

    - P.N.
  • “Meyer Wilson was able to produce the results that we felt were obvious and warranted while several other firms and even state offices simply had trouble understanding let alone moving the case forward.”

    - B.K.
  • “My overall experience was positive and I would encourage anyone who even thinks they have been a victim of stockbroker misconduct to call David.”

    - S.T.
  • “Meyer Wilson represented me in a suit brought last year against my brokerage firm, securing a very fair and equitable settlement for me.”

    - R.G., M.D.
  • “Right from the start, you had the passion and desire to win this case for us. I have never worked with an attorney or firm as compassionate as yours. I would highly recommend your firm to anyone.”

    - G.A.

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