Suitability expert witnesses will have strong financial experience, as suitability refers to the legal requirements of which the investment strategy must meet the objectives and means of the investor. Suitability expert consulting may provide insightful information for cases involving such areas as security arbitration, accounting and finance, securities, various types of insurance coverage, trading, and valuation, among numerous other areas concerning the financial industry, as each can be at the focus of a possible lawsuit pertaining to suitability.
Suitability experts have often worked with a wide range of financial issues, such as annuities, asset management and allocation, hedge funds, derivatives, underwriting, bad faith, pensions, stock options, mutual funds, funds disbursement, taxation, economic damages, due diligence, financial planning, brokerage, and many other related disciplines. Since suitability exists as a means of determining whether an investment strategy operates within legal boundaries, it is imperative that the investment process adheres to the proper regulatory compliance, as failing to do so would be in violation of rules and regulations and be cause for potential litigation.
Suitability expert witnesses are also often from backgrounds working as certified public accountants (CPA), which would provide strong experience with securities and investments, economic analysis, risk management, and numerous other financial services.
ForensisGroup has been committed since 1991 to providing attorneys with only the most trusted of experts from across the United States. Call our office today at 1-800-555-5422 for further information. You may also fill out and submit an expert request form to be matched with a credible suitability expert witness for your case.