Investment Strategy – Florida Common Stock and Bond FINRA Arbitration and Litigation Attorney:
An “Investment Strategy” is nothing more than a plan to allocate assets among various investment classes such as stocks, bonds, cash or cash equivalents, commodities and real estate. An investment strategy should be based on an investor’s outlook on such things as interest rates, inflation, economic growth while, at the same time, taking into consideration the investor’s age, tolerance for risk, amount of investable capital, and time horizon.
If a stockbroker or investment advisor has formulated an investment strategy for you, it is imperative that the investments and strategy recommend to you are suitable to meet your investment objectives. If, as an investor, you feel that this is not the case, it is time to seek legal assistance.
Please keep in mind that this post is being provided for educational purposes only. Thus, it is not designed to be complete in all material respects. Consequently, the information contained herein should not be relied upon as legal or investment advice. If you have any questions relative to the information contained herein, you should contact a qualified professional.
With extensive courtroom, arbitration and mediation experience and an in-depth understanding of securities law, our firm provides all of our clients with the personal service they deserve. Handling cases worth $25,000 or more, we represent clients throughout Florida and across the United States, as well as for foreign individuals that invested in U.S. banks or brokerage firms. Contact us to arrange your free initial consultation.
At the Fort Lauderdale Law Office of Russell L. Forkey, we represent clients throughout South and Central Florida, including Fort Lauderdale, West Palm Beach, Boca Raton, Sunrise, Plantation, Coral Springs, Deerfield Beach, Pompano Beach, Delray, Boynton Beach, Hollywood, Lake Worth, Royal Palm Beach, Manalapan, Jupiter, Gulf Stream, Wellington, Fort Pierce, Stuart, Palm City, Jupiter, Miami, Orlando, Maitland, Winter Park, Altamonte Springs, Lake Mary, Heathrow, Melbourne, Palm Bay, Cocoa Beach, Vero Beach, Daytona Beach, Deland, New Smyrna Beach, Ormand Beach, Broward County, Palm Beach County, Dade County, Orange County, Seminole County, Martin County, Brevard County, Indian River County, Volusia County and Monroe County, Florida. The law office of Russell L. Forkey also represents South American, Canadian and other foreign residents that do business with U.S. financial institutions, investment advisors, brokerage and precious metal firms.