We have industry experience and comprehensive expertise in investment strategies and investment suitability issues.

Our experience includes:

• Analysis of market developments affecting investment value (including causation, foreseeability, and liquidity)
• Examination and interpretation of the extent to which investment practices and strategies adapted to changing market conditions
• Comparison of fund performance to the performance of its peer group
• Investment suitability analysis of stocks, bonds, and fund portfolios, including detailed comparison of the actual investment approach to the approach presented to investors