Our Delaware Statutory Trust Loss Recovery Attorneys Are Representing This Claimant in FINRA Arbitration

Our Delaware Statutory Trust Loss Recovery Attorneys at Shepherd Smith Edwards and Kantas are representing a Michigan retiree in a FINRA arbitration claim seeking up to $500,000 against Capulent and two of its brokers over the unsuitable recommendation of CAI Investments Manufacturing Essential Asset DST. These experienced securities lawyers assist clients in recovering damages for overconcentration, misrepresentation of risks, and near-total loss of principal resulting from high-risk DST investments.

Shepherd Smith Edwards and Kantas (investorlawyers.com) is representing a Michigan retiree who is suing brokerage firm Capulent and two of its financial advisors, Kyle Edward Shelley and Justin Matthew Bachman,  for up to $500,000. This is an investor with no prior experience in Delaware Statutory Trusts (DSTs) or DST funds. Despite making it clear to the broker-dealer that his assets were for retirement, and he did not want any undue risk, Capulent unsuitably recommended and sold  Manufacturing Essential Asset DST from CAI Investments to this customer.