Major law firms have sought our analysis in securities litigation. Performing financial forensics on investment portfolios ranging in size from millions to billions of dollars in assets, we have provided expert witness and consulting services to the SEC and other government agencies, Wall Street broker dealers, and major investment management firms.
We have conducted a range of analyses using our independently developed proprietary models. This has included the valuation of complex securities; the review of investment strategies and guidelines and how they were implemented; and the examination of sales, trading and risk management/oversight practices.
With our assistance, we have determined if valuations of individual securities and whole portfolios were reasonable, whether the underlying assumptions and analysis of derivative instruments were fair or misleading representations; and whether the risk management policies and risk measures reported to investors were adequate.
