San Francisco Investment Loss Recovery Law Firm

San Francisco Investment Loss Recovery Law Firm

Representing Investors in the SF Bay Area and Surrounding Areas Against Broker-Dealers 

Throughout Northern California, Shepherd Smith Edwards and Kantas (investorlawyers.com) works with investors, including US citizens and foreign nationals in recouping the losses they sustained because of financial advisor fraud and misconduct. From our San Francisco securities law offices conveniently located in The Embarcadero, we work with clients who were the victims of unsuitable investment recommendations, misrepresentations and omissions, concentration, failure to diversify, supervisory deficiencies, due diligence failures, negligence, and much more involving:

Bonds

Stocks

Mutual funds

Retirement funds

Alternative investments

Private placements

Annuities

Junk bonds

Real estate investment trusts (REITs)

Non-traded real estate investment trusts (non-traded REITs)

Residential and commercial real estate

Exchange-traded funds (ETFs)

Oil and gas investments

Master limited partnerships (MLPs)

Variable annuities

Margin accounts

Collateralized loan obligations (CLOs)

Collateralized debt obligations (CDOs)

While some portfolio losses may involve some type of fraud or mismanagement involving the managers or issuers of investments, typically, with our clients, there is also usually some type of wrongdoing, carelessness or breach of fiduciary duty on the part of the investor’s financial advisor that warrants pursuing damages against them.

Why Hire Our San Francisco Bay Area Investor Attorneys? 

We have been exclusively working for investors for over 30 years. Many of us were former brokers but left that industry after witnessing so much unscrupulous behavior. It is why we have chosen to dedicate our entire law practice to fighting for investors like you.

With over 100 years of combined experience in securities law and the securities industry, we have represented clients in more than 1000 matters in litigation, mediation, and arbitration to collectively recover many millions of dollars for thousands of them. There is no investment loss recovery case that is too simple or complex for us.

We represent work with investors of all levels, including retail investors, novice investors, retirees, elderly investors, accredited investors, high-net-worth investors, institutional investors, and others. We understand that losing money because of an investment gone bad or because of a poor investment recommendation can have far reaching consequences, which is why we are here to help. We also know how devastating it can be to become the victim of a Ponzi scam, affinity fraud, elder financial abuse, or broker fraud.

How Do You Know If You Have Grounds for A California Investment Fraud Lawsuit?

The first step is to contact our San Francisco investment loss recovery law firm to schedule your free, no obligation case consultation. During our call, we can help you determine whether your losses warrant pursuing damages from your broker.

It is important to know that not all investment losses involve financial advisor misconduct or negligence. However, if we do determine that you have legal reasons for pursuing a claim, and we decide to work together, you can trust that we will provide you with quality securities law representation every step of the way.

Not only that, but your case won’t be assigned to just one attorney on our staff. You will have our entire SF Bay Area investor law firm working on your case. This includes conducting a thorough investigation into the cause of your portfolio losses, hiring any consultants that are needed to prove your case, preparing your statement of claim, and filing your lawsuit in Financial Industry Regulatory Authority (FINRA) arbitration.

Going to arbitration is not the same as going to court. This is yet another reason why you want our seasoned FINRA lawyers by your side. We know how this legal venue works and the type of strategies and approaches required to maximize your chances for a full recovery.

The Shepherd Smith Edwards and Kantas San Francisco Investment Loss Recovery Law Firm represents investors against broker-dealers in California and throughout the US. We also represent foreign nationals with investor loss claims against a US-based broker-dealer. More than 90% of our clients have received full or partial financial recovery.

How To Contact Our San Francisco Investment Loss Recovery Law Firm?

Call (800) 259-9010 today or (415) 287-0877. You can also fill out our online contact form.

San Francisco Investment Loss Recovery Law Firm Office 

1 Embarcadero Ctr #500
San Francisco, CA 94111