Investment Expert Reports and Mediation Services

We offer services related to potential disputes between investors and Advisors and/or Investment Firms.

For Investors

1. Portfolio evaluation and review of transaction history; suitability, frequency of transactions, commissions, examination of relevant documentation and potential issues are assessed.
2. Expert opinion report for evidence in law suits.
3. Claims preparation for small claim court and preliminary claim preparation to be used in conjunction with legal services.
4. Accounting services for matters related to disputes and potential law suits.
5. We also offer analysis services related to financings and other investment opportunities.

For Investment Advisors and Investment Firms

1. Portfolio evaluation and review of transaction history; suitability, frequency of transactions, commissions, examination of relevant documentation and potential issues are assessed.
2. Expert opinion report for evidence in law suits.
3. Consultation service for advisors on matters related to their relationship with the investment industry and employers.

Mediation services available for consenting parties.

For more details contact Paul Thornton at (647) 349-6777 or info@investorbootcamponline.com.