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  • 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.

More About Risk Tolerance and Investment Misconduct

Your general risk tolerance is one of the most basic considerations when it comes to investing, and your broker or financial adviser should be paying attention. Investment misconduct lawyers see many unsuitable investment cases that involve a financial professional ignoring a client’s risk tolerance, and it happens more often than you might think. That’s part of the reason it’s so important to understand the relationship between your risk tolerance and your own portfolio.

What Is “Risk Tolerance”?

Your risk tolerance is essentially your ability to withstand declines in your portfolio. When determining your risk tolerance or attitude toward risk, you will want to focus on your own short- and long-term investment goals. What do you hope to accomplish with a particular investment? What happens if you lose your initial investment? What kind of time frame are you looking at? Can you handle some short-term losses for a better return over time? Discuss these kinds of concerns with your broker or financial adviser and always carefully consider your risk tolerance.

What Does That Have to Do With Investment Misconduct?

Unfortunately, some financial professionals may put their needs above the needs of their clients and, for example, ignore a client’s risk tolerance to generate more commissions or more fees on an unsuitable investment. Your broker or financial adviser has a duty to recommend investments that are suitable for you based on a number of factors, including your current financial circumstances, your investing goals, and your tolerance for investment risk. If he or she fails to take these elements into account and you lose money, then you may have a claim.

If you believe you have lost money because your broker recommended an unsuitable investment, it’s important that you reach out to someone who can help you decide the steps to take next. The investment misconduct lawyers with Meyer Wilson have represented hundreds of investors across the nation in stockbroker mediation, arbitration, and litigation, and we encourage you to speak with us if you need help. Please give us a call today to schedule a completely free, no-obligation case evaluation with an experienced unsuitable-investment lawyer.

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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