Investor Lawyers Blog

IHC Delaware Statutory Trusts Recovery Attorneys

Published on: January 6, 2026 | by Shepherd Smith Edwards & Kantas, LLP

Young Retiree Sues Emerson Equity Over Inspired Healthcare Losses

Our IHC Delaware Statutory Trusts Are Continuing to Investigate Investor Losses

Shepherd Smith Edwards and Kantas IHC Delaware Statutory Trusts Recovery Attorneys (investorlawyers.com) is representing a young retiree in her six-figure FINRA lawsuit. She is seeking up to $500K in damages from Emerson Equity, broker Joshua David Chapin, and Emerson’s control person Dominic Julio Baldini. Our Client trusted the Respondents to take care of her savings. Instead, she contends, they unsuitably recommended Inspired Healthcare Capital Delaware Statutory Trusts (IHC DSTs) and other illiquid investments, such as Carter Multi-family, Exchange Right, HPI, Leitbox, Pinnacle and Red Oak.

Oregon Misrepresentations and Omissions Law Firm

Published on: January 6, 2026 | by Shepherd Smith Edwards & Kantas, LLP

Oregon Misrepresentations and Omissions Law Firm

Representing Investors Who Have Suffered Losses Because of Misleading or False Information By Their Brokers

From our Portland, Oregon misrepresentation attorneys office, Shepherd Smith Edwards and Kantas (investorlawyers.com) works with retail investors, accredited investors, retirees, high-net-worth investors, and institutional investors throughout the Beaver State whose financial advisors gave them inaccurate or misleading facts about an investment or investing strategy. Misrepresentations and omissions is one of the most common reasons that investors end up involved in financial products or strategies they might otherwise have avoided. Instead, they ended up sustaining serious investment losses.

Houston Institutional Investor Lawyers

Published on: January 6, 2026 | by Shepherd Smith Edwards & Kantas, LLP

Houston, TX Institutional Investors Lawyers

Representing Corporations, Pension Funds, Businesses and Others In Texas That Have Been The Victim of Broker Fraud

Shepherd Smith Edwards and Kantas (investorlawyers.com) has been fighting for Texas institutional investors in recouping their losses caused by investment fraud for 35 years. With our main office in Houston and another one in Dallas, we are well-established in the Lone Star State where we offer robust securities representation.

When Banks Fail To Protect Older Seniors From Elder Financial Abuse

Published on: January 6, 2026 | by Shepherd Smith Edwards & Kantas, LLP

When Banks Fail To Protect Older Seniors From Elder Financial Abuse

86-Year-Old Grandmother Sues Merrill Lynch, UBS, and TD Bank Over Loss of $700 in Life Savings in Fraud Scam

Shepherd Smith Edwards and Kantas Elder Financial Exploitation attorneys (investorlawyers.com) represent seniors who have suffered losses because of elder financial abuse. Banks, brokerage firms, and investment advisers are supposed to protect investors from becoming the victims of fraud. It is no secret that elderly seniors, especially those with cognitive impairments, can be especially vulnerable to scammers. Elder financial abuse reportedly costs older Americans about $28B a year.

Did You Lose Money in RMJAX or RMHIX? Recover Your Easterly ROCMuni Losses Today

Published on: January 6, 2026 | by Shepherd Smith Edwards & Kantas, LLP

To All Easterly ROCMuni High Income Fund Investors: The Time To Explore Your Legal Options Is Now!

Shepherd Smith Edwards and Kantas Easterly ROCMuni Fund Attorneys Continue to Investigate Stifel, Osaic Wealth, and Other Broker-Dealers Over Investment Losses

Over the last few months, our Easterly ROCMuni High Income Fund recovery attorneys have been filing six- and seven-figure FINRA arbitration claims on behalf of investors whose brokers unsuitably marketed and sold this speculative, high-risk junk fund that was misrepresented as a municipal bond fund. We are also continuing to speak with more investors who suffered losses in the Easterly Fund (RMJAX, RMHIX, and RMHVX). If you are someone who wants to explore whether you have grounds for a financial recovery lawsuit, contact the Easterly ROCMuni Fund Attorneys of Shepherd Smith Edwards and Kantas (investorlawyers.com.)

Shepherd Smith Edwards and Kantas Continues To Investigate AGM Fund Losses

Published on: January 6, 2026 | by Shepherd Smith Edwards & Kantas, LLP

AG Morgan Vincent Camarda Remains Under Scrutiny For Unsuitable Investment Recommendations That Allegedly Led to Customers Collectively Losing Many Millions of Dollars

If you are an investor who sustained losses in the AGM Capital Fund II or I, and you worked with now suspended financial advisor Vincent Jerome Camarda, contact Shepherd Smith Edwards and Kantas (investorlawyers.com) today. Camarda, who was most recently a registered representative with IBN Financial Services and before that with Traderfield Securities, is the principal of registered investment adviser AG Morgan Financial Advisors, LLC.

Camarda spent 27 years in the industry. His BrokerCheck CRD shows 37 disclosures, many of which are customer disputes that are already settled or still pending. Most of the claims were filed in 2024 or later. They include a $1.4M arbitration award against Camarda, a $336,248 arbitration award against AG Morgan, Camarda, and AG Morgan Chief Compliance Officer James Edwards McArthur, and a separate $1.3M award against all three of them. Camarda and McCarthur run the AGM Capital Funds.

Shepherd Smith Edwards and Kantas Investigates Brokers That Sold Four Springs Capital Trust

Published on: January 6, 2026 | by Shepherd Smith Edwards & Kantas, LLP

Our Non-Traded REIT Recovery Attorneys Represent Investors Against Financial Advisors

If you have suffered losses in Four Springs Capital Trust, contact Shepherd Smith Edwards and Kantas (investorlawyers.com) today. We are currently investigating claims of unsuitable investment recommendations in this illiquid, possibly troubled non-traded real estate investment trust (non-traded REIT).

Four Springs Capital Trust invests in and runs single-tenant, net-leased commercial properties that are mostly in the medical, necessity retail, and industrial sectors. It was promoted to investors as an alternative investment that is tax-advantaged and income-oriented.

Are You An Investor Who Suffered Losses in Tricolor Holdings?

Published on: January 6, 2026 | by Shepherd Smith Edwards & Kantas, LLP

Our Investment Loss Recovery Lawyers Are Investigating

A Manhattan federal grand jury has indicted former Tricolor Holdings executives for fraud. This has further raised concerns for those affected by the now bankrupt subprime auto lender. The Texas-based company provides subprime car loans to low-income buyers that have poor or limited credit. It filed for Chapter 7 liquidation in September after falling into more than $1B in debt.

Shepherd Smith Edwards and Kantas (investorlawyers.com) is investigating investment losses involving Tricolor. Investors who got involved with Tricolor through feeder funds may be affected too.

Our Reg D Offering Recovery Law Firm is Investigating Firms That Sold Oak Harbor Capital Special Opportunities Master Fund

Published on: January 6, 2026 | by Shepherd Smith Edwards & Kantas, LLP

Are You An Investor Who Suffered Losses In Oak Harbor Capital Special Opportunities Master Fund?

Our Investment Advisory Loss Lawyers Are Investigating The Firms That Sold Them

The Shepherd Smith Edwards and Kantas Reg D Offering Recovery Law Firm (investorlawyers.com) is investigating claims of losses in the Oak Harbor Capital Special Opportunities Master Fund. This alternative investment fund is focused on undervalued assets, distressed assets, corporate carve-outs, and other unusual situations while seeking to make high returns from its involvement in early-stage opportunities or market inefficiencies. Run by private equity firm and investment adviser Oak Harbor Capital, the Oak Harbor Capital Special Opportunities Master Fund is unsuitable for retail investors. It should only have been sold to institutional investors, sophisticated accredited investors, and high-net-worth individual investors. This is a Regulation D offering, which makes it an unregulated, illiquid, risky investment.

Victim of Broker Churning? Recover Your Unnecessary Investment Losses

Published on: January 6, 2026 | by Shepherd Smith Edwards & Kantas, LLP

Are You An Investor Who Was The Victim Of Churning By Your Broker?

Our Excessive Trading Law Firm Wants To Talk To You

If you suffered losses that you suspect were due too many trades by your financial advisor, contact Shepherd Smith Edwards and Kantas (investorlawyers.com) today. We represent victims of churning, which is an illegal practice and a cause of unnecessary investor losses each year.