Justia Lawyer Rating
Super Lawyers - Rising Stars Kirk G. Smith
Super Lawyers Samuel B. Edwards
Super Lawyers William S. Shephard
Texas Bar Today Top 10 Blog Post
Avvo Rating. Samuel Edwards. Top Attorney
Lawyers Of Distinction 2018

Institutional Investor Claims

As the person in charge of investments at your business or governmental entity, you go out of your way to carry out your obligations for the people that count on you. In that quest you sought professional guidance assuming you would receive guidance that was in your entity's best interest. That is not always the case. Its not unusual that the outside professionals you hired to give you sound advice, actually gave you conflicted information. You relied on sales pitches that painted a rosy picture without disclosure of pitfalls and conflicts of interest.

As always you acted in the best interest of the entity you oversaw. Most entities, large, medium or small rely on assistance from a third party financial professional to guide them through the troubling waters of proper investing techniques, cash management and navigation of financial straits. When those outside advisors make recommendations, it always assumed they have the entity's best interest at heart and actually know what they are talking about. As we have seen countless times before, it does not always work that way. Shepherd, Smith, Edwards & Kantas has experience in identifying what went wrong and then establishing a plan of attack to seek redress for the identified wrongs. We have experience in making presentations to committees and advisory boards with an eye towards explaining what went wrong and how the entity in question was misled by the third party advisor and his or her financial firm. This is all done as part of our due diligence. Part of the services we provide is the preparation of presentations for the Board and/or any administrators. At your request, we would visit and explain what went wrong and identify any acts and omissions of the underwriter that negatively impacted the Municipality.

Client Reviews
★★★★★
"I am going to miss conversations with you, Sam Edwards. You’ve been a wonderful lawyer and a friend. I loved learning legal jargon from you. But, even more, it is your self respect and commitment to your position that I admire and your persistent patience-your equanimity. With great appreciation, thank you!" M.B.
★★★★★
"My experience with Ryan Cook has been very positive. Through every step of the litigation he explained what to expect to happen. When I spoke with him later he reviewed the process. He was very patient and I never felt rushed. I have already told friends how wonderful he is." L.R.
★★★★★
"I want you to know that I very much appreciate your expertise, hard work and guidance that led to a satisfactory resolution with Raymond James. From our first meeting, I felt "heard" and that my situation and story were respected. Every subsequent interaction I had with any of you - in person, via email or by phone - only corroborated that feeling. What great work you do on behalf of people like me who have been wronged, yet don't know how to navigate the appeals/mediation/arbitration process as you do. I will be forever grateful." M.L.
★★★★★
"Good positive experience, guided us through a difficult process and was pleased with the outcome. Everyone I dealt with were exceptional." A.G.
★★★★★
"Good intelligent attorneys who never miss a beat. I set my expectations high and they delivered above and beyond. Do not miss the opportunity to let SSE&K represent you. Top notch, efficient and effective firm." S.M.
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