brokerage Account profit and loss analysis
Figuring out the bottom line and what happened in brokerage accounts is only the beginning of our analysis. We provide rigorous financial analysis throughout the life-cycle of securities matters often starting with profit and loss analysis of investor accounts and ending with a rebuttal of opposing experts’ analysis. Brokerage account profit and loss analysis is an essential part of the service we provide clients.
investment Risk and return analysis
Our firm’s reputation is second to none when assessing relative risks and returns of a full range of listed and unlisted securities, investment strategies, and complex investment products. Investment strategies and markets are increasingly intertwined and the global securities markets continuously evolve in ways that can be hard to project. To understand what happened, and why investment losses occurred, requires a comprehensive understanding of market dynamics and how potential risks can materialize.
securities industry Expert testimony
We go beyond financial theory when testifying in securities matters. While we use numbers to prove and disprove opinions, we also rely on hands-on experience when explaining sophisticated analysis in a wide range of cases. Some examples of our cases involve mutual funds, closed-end funds, hedge funds, municipal bond arbitrage, structured finance, structured products, alternative investments, equities, fixed income, equity hedging, option strategies, risk and return assessments, market manipulation, trade execution, securities markets, and account performances.