Institutional Client

Litigation Support

We serve as litigation consultants on a variety of tasks, including case evaluation, presentation strategies, portfolio analysis, damage calculations, and Prudent Investor Act issues. Services include preparation of evidence, depositions and expert witness testimony.

We have a long, successful history of assisting both plaintiff and defense attorneys in matters of fiduciary breach allegations and petitions for trustee removal. Our status as nationally recognized experts in issues related to trusts and qualified retirement plans makes us uniquely qualified to consult on issues ranging from the prudence and suitability of investment strategies to the relationship between ERISA regulations and the investment process.

Here is a listing of our Litigation Support Engagements.