Overconcentration

Gilman Law LLP is a leading Naples, Florida securities litigation firm. Gilman Law LLP’s Naples, Florida Securities Office represents Naples residents with investment losses due to over concentrated investment recommendations.   Our team thoroughly conducts factual investigations, legal research and expert analysis in order to recover your investment losses.

Over concentrating an investor’s portfolio is one of the most common types of securities arbitration claims. Despite industry mandates to diversify an investor’s savings among small, mid, and large cap stocks, among various sectors of the market on the equities side, and among issuers and maturities on the fixed income side, investment professionals still routinely over concentrate investor portfolios. Over concentrating an investor’s portfolio dramatically increases the volatility and risk of an investor’s portfolio unnecessarily. Over concentrated portfolios tend to underperform the market, even when it declines. If your investment professional recommended concentrated investment strategies, you may have a claim for recovery.

Legal Assistance for Naples securities fraud sufferers

Let Gilman Law LLP’s Naples, Florida Securities Office help you recover your losses due to your investment professional’s concentrated investment recommendations. For a free consultation, please fill out our online questionnaire. Otherwise, if you would like to speak with an attorney about your case dial (239) 221-8401.

For over 40 years, we have represented investors with investment losses due to over concentrated investment recommendations in counties throughout Florida, including Collier County, Lee County, Charlotte County, Hillsborough County, Miami Dade County, Broward County, Orange County, Duval County, and Palm Beach County.