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.
We Have Recovered Over
$350 Million for Our Clients Nationwide.
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.
Recovering Losses Caused by Investment Misconduct.