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Advisor Failed to Diversify Assets? What You Need to Know About Overconcentration

Securities Arbitration Attorney

Diversification is a key component to a balanced, profitable investment portfolio. The market is constantly in flux. If a broker invests all or a large portion of your financial security in one product or sector, the potential for you to lose vast sums of money increases dramatically.

Brokers and investment advisers owe a duty to their clients to ensure client investments are spread across asset classes, industry sectors, and securities in accordance with the individual circumstances and financial goals of each client. Overconcentration occurs when a broker or investment adviser places undue emphasis on one type of investment or security resulting in significant loss to the investor. Your broker or adviser and their firms may be held liable for any losses resulting from overconcentration.

Millions of Dollars Won for Clients

If your broker mishandled your assets and caused losses due to overconcentration, you need attorneys who are well-known in the investment law community, who are recognized for their excellence and insight. Securities arbitration attorneys at Meyer Wilson can provide the help you need. Our single-minded focus on recovering our clients’ assets from the firms that lost them has resulted in $350 million recovered.

Over the course of our firm’s impressive history, we have aggressively pursued claims against the nation’s most well-established investment firms, helping clients win back their finances across the nation. Our practice has won claims from Los Angeles to Tampa, from Seattle to Columbus. If you want the insight and skill of a powerhouse firm of investment loss lawyers, contact Meyer Wilson by calling us, or complete an online form for a free case evaluation.

Atlanta Office

945 East Paces Ferry Road, Suite 2275
Atlanta, GA 30326
Columbus Office

305 W. Nationwide Blvd
Columbus, OH 43215
Meyer Wilson
New Orleans Office

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

2029 Century Park East,
Suite 400N
Los Angeles, CA 90067
Cleveland Office

4781 Richmond Rd.
Suite 400
Warrensville Heights, OH 44128
Bloomfield Hills Office

41000 Woodward Ave.,
Suite 350
Bloomfield Hills, MI 48304
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The information contained in this Website is provided for informational purposes only, and should not be construed as legal advice on any subject matter.
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