Time for a Portfolio Audit?

Investment Audits – Detecting Inappropriate Investments Before They Turn To Losses

Having an independent financial adviser review your investments periodically may save you thousands of dollars in the future. Sure, we know and understand that YOUR adviser is honest and hard working. Madoff’s investors undoubtedly felt the same way about Bernie.

But we know that wasn’t true, and unfortunately, there are dozens of Ponzi schemes and frauds uncovered every year. However, the discovery of a scheme by the SEC or law enforcement is almost always too late – the money is gone.

Have you considered having your investment portfolio reviewed by an independent expert? Complete a simple two page questionnaire, submit your account statements, and registered investment advisers and securities attorneys will review your accounts, and provide an analysis of the investments matched with your objectives, as well as provide you with an overview of potential problems and areas for further analysis.

Email our experts for more information – securitiesaudit@seclaw.com