COVID-19 Update: How We Are Serving and Protecting Our Clients. Learn More »

Over $125 Million Recovered For Investors!

Justia Lawyer Rating
Martindale-Hubbell Badge
Super Lawyers Badge
Million Dollar Advocates Forum

Failure to Diversify

Miami and Boca Raton Failure to Diversify AttorneyOverconcentration of Investments Creates Unnecessary Risk to Investors Nationwide

One of the most basic rules of investing is to diversify your portfolio. Putting a large percentage of your money into one stock or one category of investment can put you at serious risk of financial loss if the company or industry fails to perform as expected. It is your financial advisor's responsibility to recommend the right mix of investments to help you reach your goals without exposing you to excessive risk.

If you have suffered a loss to the value of your retirement accounts because your advisor recommended a strategy that over concentrated your portfolio or there was investment lack of diversification, you may have grounds for a claim to recover your losses. Speak to Attorney Pearce, an experienced lawyer, at offices located in Boca Raton, Fort Lauderdale, Miami or West Palm Beach, Florida. He can help you understand your legal options and give you an honest assessment of your claim wherever you live in the United States.

Representing clients throughout Florida and nationwide. Please contact our South Florida law office online, or call 561-338-0037 to schedule your free consultation.

Se habla español

The Attorneys Who Know All About the "Prudent Investor Rule" in Florida

The Law Offices of Robert Wayne Pearce, P.A., represents investors in all types of these cases. Mr. Pearce knows the standard of care that investment advisors and brokers are held to, and he knows the "Prudent Investor Rule" that governs their conduct in making investment recommendations. If negligence or misconduct on the part of your financial professional contributed to your loss, Mr. Pearce will take action to see that he or she is held accountable for the failure to diversify and overconcentration of your investments in certain securities, industries or products.

Attorney Pearce has been practicing securities law in Florida for more than 40 years, and he has represented clients on both sides of failure to diversify disputes. His extensive experience in these matters allows him to be much more effective in the process of building a compelling case to support your claim. Mr. Pearce has successfully recovered numerous million-dollar settlements and awards for his clients.

Free Initial Consultation With Attorneys Who Can Handle Your Overconcentration and Failure to Diversify Problems

The Law Offices of Robert Wayne Pearce, P.A., understands what is at stake when a stockbroker overconcentrates your account in a few investments and constantly strives to secure the most favorable possible result. Mr. Pearce provides a complete review of your case and fully explains your legal options. The firm works to ensure that you have all of the information necessary to make a sound decision before any action is taken in your case.

For dedicated representation from a firm with substantial experience in all aspects of The Prudent Investor Rule and the law when it comes to diversifying investments in your account, contact the firm by phone at 561-338-0037, toll free at 800-732-2889 or via e-mail. We can also arrange a meeting with you at offices located in Boca Raton, Fort Lauderdale, Miami and West Palm Beach, Florida and elsewhere if we believe you have a viable defense.

Client Reviews
Robert Pearce is part of that unusual breed of lawyers that are able to create empathy with clients and thoroughly adopt their cause. No half efforts here. He and his group of professionals are outstanding strategists that can execute with precise fervor and unyielding determination. Theirs is a huge wave of facts, research, precedents and preparation, that has impressed me in its thoroughness and creativity, and most importantly with the results. No stone goes unturned and no effort is ever spared. In my book, he and they are those of a very rare kind that one wants to keep for a very long time. Ramon F.
This law firm is the real deal. We were so lucky that they took our case as they have so much experience in securities and all the wrongdoing that happens in these investment companies where they mislead you and your money (as in our case) into schemes that are not what you think they are. Mr. Robert Pearce is one of the best lawyers around, a truly professional who will fight for you and will tell you as it is all the time. Astrid M.
Mr. Pearce is a great professional and attorney. He led me through every step of the process in a clear, direct and straightforward manner. I highly recommend him as a securities attorney. Rey S.
Just like the song from HAMILTON, it's so nice to have Bob Pearce on your side. He is the consumate plaintiff's lawyer: smart. dedicated, fully able to try a case but a great negotiator in a mediation. He did a wonderful job for us, fully supporting us through the process and more than holding his own against a large national law firm. Maurice Z.
No lawyer except Bob said I had a chance of winning. When Ubs lawyers laughingly offered me zero to settle the dispute, Bob became even more determined to prove everybody wrong. Bob was extremely prepared, and always a step ahead of the opposing attorneys throughout the arbitration. In the end, Bob and I had the last laugh when the arbitrators awarded me almost 6 million dollars. J. Blanco