Call Now For a Free Consultation:
(614) 502-6165

Should Asset Allocation Be Monitored?

Consult with Our Legal Team
There is never a cost associated with a consultation
Common Questions
For The Advocacy You Deserve Contact Us Today!
We’ll respond and let you know the best way to proceed with your case.

Once My Broker or Financial Advisor Decides on an Asset Allocation Plan for My Portfolio, Should the Allocation Be Monitored?

Asset Allocation is the breakdown of how your portfolio is dedicated into different sectors, each with their own risk factors. The purpose of asset allocation is to diversify your investments in different classes of assets so as to minimize your risk. Your risk tolerance may not be the same as another investor's risk and depends on things such as your individual goals, your age, and the state and stability of the financial markets.

If you have an ongoing relationship with your full service stockbroker or financial advisor, then your stockbroker or financial advisor likely has accepted responsibility to monitor and to suggest changes to your asset allocation. Your financial professional should talk to you make adjustments to your asset allocation based on changes in your life circumstances and other variables that may affect your risk tolerance or your investments performance. 

If you suffer a financial loss because of the allocation of assets in your investment portfolio, then you may have the right to bring a securities arbitration claim before FINRA to try to recover your losses. 

Our investment fraud practice group at Meyer Wilson has dedicated its entire practice to investor claims and class actions. We are one of only a few firms who has made the commitment to only represent investors in mediation, arbitration, and litigation claims.

Columbus Office

614-224-6000
305 W. Nationwide Blvd
Columbus, OH 43215
Meyer Wilson
New Orleans Office

900 Camp Street 
Suite 337
New Orleans, LA 70130
Los Angeles Office

310-905-8688
2029 Century Park East,
Suite 400N
Los Angeles, CA 90067
Cleveland Office

216-600-1355
4781 Richmond Rd.
Suite 400
Warrensville Heights, OH 44128
Bloomfield Hills Office

248-817-8214
41000 Woodward Ave.,
Suite 350
Bloomfield Hills, MI 48304
Quick Links
The information contained in this Website is provided for informational purposes only, and should not be construed as legal advice on any subject matter. No recipients of content from this site, clients or otherwise, should act or refrain from acting on the basis of any content included in the site without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from an attorney licensed in the recipient's state. Read More
The information contained in this Website is provided for informational purposes only, and should not be construed as legal advice on any subject matter.
Read More
crosschevron-down linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram