Portfolio Monitoring Services

Our Portfolio Monitoring Service is offered to all of our institutional clients at no cost.  It is not just a database.  Our attorneys work with our system to detect portfolio losses and to quickly and efficiently respond to any suspected fraud or other corporate wrongdoing.  Our Portfolio Monitoring Service pinpoints portfolio losses due to suspected fraud daily, and has led to significant asset protection for investors.

The Portfolio Management Service performs its functions with essentially no inconvenience to participating institutions, and with complete confidentiality of all client data.  Enrollment in the Portfolio Management Service simply requires the client to fill out a form authorizing us to contact their custodial bank so that we can electronically obtain the necessary transaction data.  None of the institution's personnel is involved in the data transmission or any subsequent analysis.  

In instances where the client wants to pursue litigation, participating institutions are in no way obligated to select us as their counsel.  The Portfolio Management Service is provided with no strings attached, and allows our clients to act quickly to protect their portfolios as well as to maximize its value, without cost or commitment.

POTENTIAL LITIGATION IS AN ASSET OF YOUR PORTFOLIO

Often forgotten in the wake of securities fraud is the fact that affected portfolios gain a "hidden asset"--a potential lawsuit against the companies or individuals that cause these financial losses. This asset is regularly ignored by many institutional investors, even though they may possess substantial value. Those knowledgeable in securities law understand that potential litigation adds value to a portfolio just as surely as if it were additional shares of stock. As a fiduciary for their portfolios and underlying clients, institutional investors may consider themselves duty-bound to take reasonable steps toward pursuing actively potentially applicable claims.