How do I determine if I need the services of a financial/securities expert?
You may have a client or case involving traditional investment instruments or transactions such as stocks, bonds, notes, debentures, annuities, or mutual funds, or you may be faced with not-so-traditional investments such as hedge funds, limited partnerships, real estate ventures, oil and gas interests, cattle feeding operations, or the like. Also, there may be issues relating to the person or firm offering or selling the investment. Regardless of the instrument or transaction, we can provide a broad array of knowledge and experience to assist in the evaluation and presentation of your case.
What services can a financial/securities expert provide to enhance the strength of my case?
As an experienced financial expert witness firm, we can provide invaluable assistance in the areas of case analysis, identification of legal issues, and discovery/evidentiary issues. Further, we can provide insight and assistance in drafting pleadings, motions, briefs and other court documents, as well as coordination on strategies for case preparation and presentation at hearing or trial.
When should I engage the expert?
While attorneys typically may engage an expert after a case is filed in order to provide testimony at trial or hearing, obtaining the assistance of a qualified expert prior to filing can prove invaluable. We provide guidance in preparing the overall strategy for the case, including crafting pleadings that will maximize the probability of ultimate success on the merits. Additionally, as knowledgeable expert can provide valuable insights in drafting discovery requests and analysis of potential witness and deponents.