St. Charles, Illinois Securities Fraud Attorneys

Attorneys Handling Over Concentrated Portfolios

One of the most important rules of investing involves diversification. When a stockbroker fails to diversify their client’s portfolio by deciding to place investment assets into one stock or into one sector of the market, this can multiply the extreme risk and magnify the loss to the client’s investments and in doing so, create an over concentrated portfolios.

At Higgins and Burke, P.C. in St. Charles, Illinois, our securities fraud attorneys defend investors who may have lost their investments as a result of an over concentrated portfolio. Our attorneys have dealt with numerous investment brokers and financial planners who have made over concentrated investments for our clients. If you feel as though your stockbroker or financial planner has failed to diversify your investment portfolio, then contact our law firm immediately.

Securities Fraud Attorneys Protecting Investors against Over Concentrated Portfolios

Call Higgins and Burke, P.C. at (630) 762-9081.

There are many different ways an investment portfolio can be considered over concentrated. One example of this is when an investor owns too much of one stock, such as employee stock options or company stock. Sometimes, a broker or financial advisor may place a client’s investments in too many of the same mutual funds within the same class, or mutual funds with similar goals.

Regardless of how your financial planner has caused your portfolio to be over concentrated, Higgins and Burke, P.C. can help you gain compensation for your loss resulting from stockbroker misconduct. Our attorneys have more than 25 years of experience in various areas pertaining to financial fraud and stockbroker negligence, as well as insurance fraud. Our goal is to help you recover as much of your lost investments as possible.

Contact Our Attorneys Today

If you’re not sure as to whether or not your investment portfolio is being properly handled, contact our securities fraud attorneys at Higgins and Burke, P.C. by calling (630) 762-9081. We represent clients through out the United States, and all parts of the State of Illinois, including DuPage, Kane, and Kendall County, as well as the cities of Chicago, Joliet, Morris, and others throughout Illinois. Call us today.