Articles Tagged with Broker Overconcentration Attorney

Are You The Victim of Overconcentration by Your Broker? Shepherd Smith Edwards and Kantas Overconcentration Attorneys Want To Talk To You

As an investor, you are always taking on a certain degree of risk. What you invest in is as important as whether or not your portfolio is properly diversified. This means making sure you aren’t placing all of your money in just one product or asset class especially if it is a high-risk one. As a matter of fact, according to market experts, diversification is considered a solid investing strategy and it can minimize the risk and magnitude of your losses if certain investments do poorly.

If you have hired a broker to manage your portfolio, it would be wonderful to think that they would automatically and properly diversify your assets according to your financial goals, risk tolerance level, age, investing experience, and other key factors. Unfortunately, that doesn’t always happen and many investors end up losing money because their financial adviser overconcentrated their account.