We Are Here To Represent You Against The Broker-Dealer Liable For Your Portfolio Losses

Our San Francisco Institutional Investor Recovery Lawyers represent institutional investors across the Bay Area in recovering portfolio losses caused by broker misconduct, fraud, and unsuitable investment strategies. With decades of securities law experience, our legal team navigates complex FINRA arbitrations to help institutional clients hold negligent brokerage firms accountable and recover their damages.

The San Francisco Bay Area is known as a hub for different kinds of institutional investors, including private equity companies, venture capital firms, mutual funds, endowments, foundations, public pensions, multi-family offices, wealth managers, and philanthropic foundations.  While institutional investors are considered sophisticated investors, that doesn’t mean that they won’t ever need to hire a brokerage firm to help them with certain aspects of doing their job: making large trades, obtaining the best share prices, securing certain types of market access, obscuring trades from public knowledge, valuation or clearing support and more.