ForensisGroup Portfolio Management Expert Witnesses have years of experience in finance with expertise in delegated money management, asset pricing, valuing growth potential, pricing strategies, capital structuring, market assessment, and integrated scoring models and other quantitative portfolio management tools, including portfolio optimization techniques.
They sell a broad range of securities including corporate securities, municipal securities, municipal fund securities, options, direct participation programs, investment company products, and variable contracts.
Our experts track economic indices and data relevant to corporate bond investing and develop methods for portfolio construction, monitoring, and rebalancing.
They consult in the areas of financial analysis, credit training, and loan portfolio management for financial institutions; management of agricultural loan portfolios; and acquisition and purchasing guidance.
Some manage the portfolios of major and annual gift prospects in university charitable portfolios.
The portfolio management experts have a degree in business, accounting, or financial management. Others are educated in mathematics, accounting, economics, statistics, business, computer science, or management information systems.
Many have FINRA Active Series 7, 63 and 65 or Series 7 and 66 qualifications.
If our selection doesn’t include the Portfolio Management expert witness you’re looking for, please contact us. Our staff will assist you in locating the right expert for your case and provide you with an initial case consultation at no cost. And because our experts don’t pay a fee to be listed, we can recruit only the most trusted and credible experts based on a rigorous screening process. Contact us to learn more and retain a highly-qualified Portfolio Management expert for your case.