When a customer seeks a well-balanced investment portfolio, financial and investment advisers have the duty to ensure that their clients’ investments are split among a variety of asset classes and holdings, a strategy known as diversification. When an advisor fails to properly diversify, it is known as overconcentration.
If your broker or advisor put “all of your eggs in one basket” and if you lost money as a result, the brokerage firm could be held responsible for your losses. To have your case reviewed by one of our experienced investment fraud attorneys, call us toll-free at (614) 532-4576 or fill out our contact form. Meyer Wilson represents clients across the country. Our lawyers have obtained millions of dollars in losses on behalf of their clients through awards, judgments, and settlements.