Shepherd Smith Edwards and Kantas is a seasoned Texas securities law firm that helps institutional investors—including pension funds and municipalities—recoup losses caused by broker misconduct and negligence. Their Dallas-based team provides customized legal representation through mediation, arbitration, and litigation to hold financial advisors accountable for fraud and unsuitable investment recommendations.We Represent Pension Funds, Municipalities, Retirement Plans, and Other Texas Investors.
The Shepherd Smith Edwards and Kantas Dallas Institutional Investor Law Firm
(investorlawyers.com) is a seasoned Texas securities law firm that works with institutional investors and high-net-worth investors to recoup their losses caused by broker misconduct and negligence. With over a century’s worth of collective experience handling the most complex investment loss recovery claims, our Dallas institutional investor lawyers have the skills, resources, and experience to represent you.
What Kind of Institutional Investor Do We Represent?
An institutional investor is an entity that makes investments for others. Our experienced Dallas institutional investor fraud attorneys represent all kinds of institutional investors, including the following:
- Endowment funds
- Municipalities
- Corporations
- Private companies
- Public companies
- Public investment funds
- Family offices
- Private investment funds
- Charitable organizations
- Pension funds
- Retirement funds
- Private equity funds
- Commercial trusts
- Mutual funds
- Insurance companies
If you are an institutional investor, you want to work with a Dallas, TX securities firm that can provide you with quality securities representation that is customized to your specific needs and circumstances.
While institutional investors generally are more experienced at investing than retail investors, they also don’t have as many protective regulations to turn to because it is assumed that know what they are doing, including how to protect themselves. Pension fund fraud, municipal bond fraud, hedge fund fraud, and retirement fund fraud are types of institutional investor fraud. Unfortunately, when institutional investors become victims of fraud, their shareholders, members, or customers also end up losing money.
How Do Institutional Investors Fall Victim To Broker Fraud?
There are many institutional investors will turn to financial advisors for investing advice and help to manage their portfolios. Unfortunately, like retail customers, they too can fall victim to unsuitable investment recommendations, misrepresentations and omissions about a security or its risks, investing strategies that are not in their best interests, negligence, poor account management, negligence, and broker fraud.
Our Dallas institutional investor lawyers know how to identify whether broker misconduct played a part. We have the knowledge and resources to fight for your financial recovery whether in mediation, arbitration, or litigation.
Our Dallas, TX Institutional Investor Law Firm Represents Municipalities to Boards When Third-Party Financial Harm Was Involved
We have stood before boards and administrators of institutional investors to explain how a Ponzi scam, broker misconduct, or even underwriter negligence contributed to an institutional investor’s losses. We have helped clarify to customers and members affected how an underwriter or financial advisor may have led the institutional investor astray. If you need help working through litigation involving municipal securities that were issued by a local government or a US State, our Texas municipal bond loss attorneys may be able to help.
What Should You Do If You Are A Texas Institutional Investor Who Suspects Financial Advisor Fraud?
Contact Shepherd Smith Edwards and Kantas immediately. During your free case consultation, we can determine the cause of your losses and whether it makes sense to file a claim against your broker-dealer or investment adviser. If we decide to work together, we will prepare your institutional investor loss case and represent you in all legal proceedings. Do NOT contact your financial advisor directly. Most brokerage firms would rather sabotage any claim you might have than pay you money. It is at the point when there is a dispute between the two of you that your financial advisor stops being on your side.
Contact Our Dallas Institutional Investor Law Firm
Our Texas institutional investor lawyers in Dallas have helped thousands of retail investors, institutional investors, and high-net-worth investors collectively recoup many millions of dollars in awards and settlements. We genuinely care about making our clients financially whole again while ensuring that they have as positive and supportive an experience as possible when working with us. Because we work on a contingency basis, you will only pay us for our securities law services if we secure an award or settlement for you. Payment for our services rendered would come out of the damages you receive and never out of your own pocket.
Call (214) 613-5306 or (800) 259-9010 or fill out this online form today.
Founders Square
900 Jackson St #440-A
Dallas, TX 75202