FREE CASE EVALUATION
DENVER: (720) 599-3505
SEATTLE: (206) 795-5798
Whether or not a particular investment is a suitable investment is determined by balancing the risk and type of investment with the investor themselves and their investment objectives.
Some, but not all, of the factors that can be considered with determining whether an investment or an investment plan is suitable for a particular investor can include:
1. the age of the investor;
2. the financial wherewithal or the overall means of the investor;
3. the investment goals of the investor;
4. the liquidity of the investor; and,
5. the investor’s future earning capacity.
Unsuitable investments happen often, and sadly, they often happen with an individual’s retirement accounts. For example, if an individual investor’s goal is retirement and stability, their accounts should not be invested in speculative equities. If that same investor is 70 years old and unable to make up for losses through future work, the unsuitable investment claim might be even stronger.
If you have suffered investment losses due to unsuitable investments made and/or recommended on your behalf, you may be able to recover damages through a lawsuit or arbitration.
Israels & Neuman PLC is an investment loss law firm that represents investors in FINRA arbitration proceedings and in courts around the country; we can help you recover retirement account losses.
All of our investment loss cases are taken on a contingent basis, meaning that we do not get paid unless we recover money for you.
HAVE YOU LOST MONEY DUE TO AN UNSUITABLE INVESTMENT?
Aaron Israels: (720) 599-3505
David Neuman: (206) 795-5798