How can mutual funds be just as risky as stocks?
While mutual funds offer more diversification than owning one or a few stocks, they may not offer diversification from risk. For example, if your mutual funds are all concentrated in equity mutual funds focused on investing in technology stocks, you may achieve some diversification among technology stocks, but if the tech sector declines, your portfolio will not be protected by diversification. In other words, your account could be concentrated, but still be invested in mutual funds. Have your broker explain to you what percentage of your assets is invested in each asset class and whether such allocation is appropriate for your investment objectives and risk tolerances. If your account is concentrated, or not properly allocated, and you suffered losses in these concentrated assets, you may be due a recovery.
Bryan Forman helped me through the turmoil of an investment advisor taking my family’s money. I was depressed and they gave me hope. They helped me recover some of the money taken from me. Bryan and his assistant Melody Bounds helped me with other concerns in my life and I am grateful. They kept me informed every step of the way and I highly recommend their firm.
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Bryan and his assistant Melody could not have been more kind, compassionate and attentive. They explained everything that would be happening and were always available. My family is extremely grateful for the way they handled our legal issue. I would highly recommend them for your investment and securities issues.
I hired Bryan to help me with an issue with a financial institution. Bryan and his assistant Melody Bounds were professional and personal while resolving my situation. Bryan's experience and expertise were crucial in the positive outcome. Both he and Melody spent long hours researching and preparing my case. There was excellent communication during the process and they always kept me informed on the current events in my case. They treated me like family and not just a client. I would highly recommend Bryan Forman to represent anyone that needs legal representation regarding possible malpractice regarding investment fraud. Bryan will listen sincerely to your situation and give you his honest opinion on the validity of your case.