Alternative Investments

New Orleans Alternative Investment Fraud Attorneys

Published on: November 13, 2024 | by Shepherd Smith Edwards & Kantas, LLP

Our Louisiana Securities Law Firm Is Here To Protect and Fight For Investors Against Rogue and Negligent Brokers

From our Metairie, LA law offices in East Jefferson Parish, Shepherd Smith Edwards and Kantas New Orleans Alternative Investment Fraud Attorneys (investorlawyers.com) is proud to represent Louisiana investors who have sustained alternative investment losses caused, even if just in part, by financial advisor fraud or negligence.

For over 30 years, our New Orleans alternative investment loss law firm has represented retail investors, retirees, accredited investors, high-net-worth investors, and institutional investors in arbitration, mediation, and litigation. We care about helping to make our clients financially whole again.

Alternative Investment Loss Attorneys

Published on: November 7, 2024 | by Shepherd Smith Edwards & Kantas, LLP

Hatteras Core Alternative Funds And Investor Losses

Our Alternative Investment Loss Attorneys Are Investigating For Broker-Dealer Negligence

Shepherd Smith Edwards and Kantas Alternative Investment Loss Attorneys (investorlawyers.com) are continuing to investigate the brokerage firms and their registered representatives that may have unsuitably recommended Hatteras Investment Partners Funds to customers. In particular, these investments include:

Oregon Alternative Investment Lawyers

Published on: October 30, 2024 | by Shepherd Smith Edwards & Kantas, LLP

Oregon Alternative Investment Lawyers

Our Portland, OR Investor Loss Recovery Law Firm Works Is Here To Fight For You

For over 30 years, Shepherd Smith Edwards and Kantas Oregon Alternative Investment Lawyers (investorlawyers.com) has helped clients to recoup the losses they sustained in alternative investments that may have been unsuitably recommended to them by their financial advisor. From our Portland law offices, we work with retail investors, retirees, high-net-worth investors, and institutional investors throughout Oregon.

Alternative Investment Fraud Attorneys

Published on: September 5, 2024 | by Shepherd Smith Edwards & Kantas, LLP

Are You An Investor Who Suffered Losses in An HPI Real Estate Fund?

Contact our Alternative Investment Fraud Attorneys Today

At Shepherd Smith Edwards and Kantas (investorlawyers.com), it has come to our attention that there may be financial advisors who allegedly misrepresented the risks when selling Hamilton Point Investments (HPI) to investors. HPI is a real estate private equity investment company that owns and operates multi-family apartment homes, hotels, and manufactured housing communities.

Texas Alternative Investment Loss Lawyers

Published on: August 20, 2024 | by Shepherd Smith Edwards & Kantas, LLP

Sugar Land, TX Couple Files Seven-Figure REIT Fraud Lawsuit Against Centaurus Financial. Our Texas Alternative Investment Loss Lawyers Are Representing These Claimants

A retired Texas couple is seeking up to $1,000,000 in damages from Centaurus Financial over losses they sustained in non-traded real estate investment trusts (non-traded REITs) and other alternative investments. The claimants contend that ex-Centaurus broker Mark Allen Upchurch allegedly unsuitably recommended:

The real estate investment trust (REIT), UDF IV, which lost about half its value following allegations that parent company United Development Funding was running an alleged Ponzi scam.

Alternative Investment Loss Attorneys

Published on: July 1, 2024 | by Shepherd Smith Edwards & Kantas, LLP

Shepherd Smith Edwards and Kantas Alternative Investment Loss Attorneys Investigate Resolute/PetroRock Investments

Sanford & Bernstein Broker Devin Patel And Other Financial Advisors Allegedly Unsuitably Sold Oil and Gas Investments

Our financial advisor fraud lawyers are looking into losses involving Resolute/Petrorock investments. We believe that retail investors, many of whom were at retirement age, may have been unsuitably marketed over $250M of these unregistered equity and debt securities, including oil and gas investments.

Alternative Investment Loss Attorneys

Published on: May 19, 2024 | by Shepherd Smith Edwards & Kantas, LLP

New Jersey Widow Sues Cambridge Investment Research Over Alternative Investment Losses

Elderly Investor Seeks Up to $500K For LJM Preservation and Growth Fund, FS Energy & Power Fund, Highlands REIT, InvenTrust PPTYS, and Other Losses

If you suffered losses in alternative investments that were recommended by your financial advisor, contact the Shepherd Smith Edwards and Kantas Alternative Investment Loss Attorneys (investorlawyers.com) today. These high-risk, illiquid investments are unsuitable for many conservative and elderly retirees. Yet, many brokers continue to market and sell them to these investors in order to earn high commissions.

Broker Unsuitability Attorney

Published on: June 19, 2023 | by Shepherd Smith Edwards & Kantas, LLP

Did Your Broker Unsuitability Recommend Alternative Investments?

Our Skilled Broker-Dealer Negligence Lawyers Are Investigating Centaurus Financial Advisor Valentino Scott

Alternative investments can be high-risk and they are generally unsuitable for most retail customers and conservative retirees. They also aren’t always suitable even for high-net-worth investors or accredited investors. A lot depends on an investor’s age, risk-tolerance level, portfolio, financial goals, and investment time horizon.

Alternative Investment Fraud Lawyers

Published on: April 25, 2023 | by Shepherd Smith Edwards & Kantas, LLP

Customers of Berthel Fisher Sought $32.1M in Damages From Brokerage-Dealer

Our Experienced Alternative Investment Fraud Lawyers Are Investigating Investor Losses

According to the yearly audited financial statement submitted by Berthel Fisher to the US Securities and Exchange Commission (SEC) in March, the broker-dealer concluded 2022 with about $32.1M in pending investor loss claims. While it is unclear which investments were specifically involved, as InvestmentNews reported, Berthel Fisher has a long history of selling alternative investments to customers. On multiple occasions, these investment recommendations were investors for whom these were allegedly unsuitable given their financial goals.

Alternative Investment Loss Lawyers

Published on: February 15, 2023 | by Shepherd Smith Edwards & Kantas, LLP

Did You Invest in Private Placements That Were Too Risky For You?

Our Alternative Investment Loss Lawyers Are Investigating Brokers That May Have Unsuitably Marketed Legion Capital Corp. To Customers

Private placements are typically risky, illiquid investments and ideally should only be recommended to accredited investors that meet certain income level thresholds and/or are financially sophisticated. That said, even experienced, wealthy investors fall victim to unsuitable recommendations by a broker.