Complex Investment Products – CDO’s, Derivatives, Arbitrage, Swaps

Some investments are so complex in their structure and stragegy that neither the purchasing investor nor the selling financial adviser understand them. Often, along with this complexity comes hidden risk that is far greater than the investor or adviser understood. Examples include collateralized debt obligations (CDOs), municipal bond arbitrage funds, derivatives, and swaps. In many instances, these products are not designed or suitable for individual investors, but they are still sold retail by the large brokerages that underwrite them. We evaluate and prosecute these cases by taking the investments apart, examining their moving parts, and showing the risks that were never disclosed to our clients.

If you purchased one of these products, call or complete our free confidential evaluation form today. Chances are, we are familiar with the investment product already and have a strategy to recover your losses.