Client Reviews

"I was very pleased with Mr. Meyer’s handing of my arbitration claim. Throughout the process, I felt that I was treated with respect and I always appreciated the extra effort David Meyer and his staff put forth to recover the money my stockbroker had lost. They did a tremendous job and when it was over, David was able to get back a lot more money for me than I ever expected. I have kept the firm’s number handy and would tell anyone that has been a victim of stockbroker misconduct to contact Meyer Wilson." C.F., Ohio
"Thankfully, we hired the law firm of Meyer Wilson - they skillfully guided us through the NASD (now FINRA) arbitration process and achieved an outstanding recovery for us. We do not know what we would have done without their help..."Mr. and Mrs. R.Springfield, Ohio
"Mr. Meyer and his staff was always professional and responsive to my calls and they really took their time with me to review paperwork and make sure that I remained well informed throughout the process. I feel like Mr. Meyer not only helped me to recover my investment losses, but he also helped me to get justice for my late husband..." J.S., Ohio

Lack of asset allocation is a common cause of investment loss.

Ninety percent of your return is typically based on the asset allocation within your investment portfolio.

If you work with a full service broker or financial advisor, that means that the success of your investments is based primarily on the types of asset classes your financial advisor has chosen on your behalf.

The basic principle of proper asset allocation is one that competent financial advisors recognize, which is why they go to great lengths to ensure that the portfolios of their investor clients are diversified. There are different classes of assets, such as cash, bonds, stocks, real estate, natural resources and foreign currency. At any point in time, one asset class may go down, while another goes up. Since no one can predict the exact performance of these asset classes, it is crucial that your portfolio contains the right mix.

The asset allocation that fits your situation will not be the same for another investor. Furthermore, things change and what might have worked for you when you were in your early 30's may not be recommended as you near retirement age. Your financial advisor has the responsibility to take the time to understand your financial goals and present circumstances. Any investment recommendations should be based on the information you have provided your broker.

If you have suffered a financial loss due to the asset allocation within your investment portfolio, contact an experienced Ohio broker fraud attorney at the law firm of Meyer Wilson. You can reach us by calling 614.224.6000 or 866.827.6537 or by filling out our online form.

Asset Allocation Claims

As an investor, you look to your broker for guidance, including the appropriate allocation of your assets. If your broker is negligent and chooses an inadequate asset allocation for your portfolio, it could explain why you have experienced financial loss.

Asset allocation claims are almost always handled in mandatory securities arbitration before the Financial Industry Regulatory Authority (FINRA). This area of law is narrow and focused and not every law firm is experienced enough to effectively represent these types of cases.

The Ohio law firm of Meyer Wilson is the only one in the state devoted entirely to investor claims and class actions. Our broker fraud lawyers have become known for successfully handling investor cases, which is why many other law firms refer their clients to us. To date, we have represented over 800 investors in securities arbitration and litigation cases against their broker or financial advisor.

To find out if you have a broker negligence claim against your broker, contact us by calling 614.224.6000 or 866.827.6537 or by filling out our online form.

The law firm of Meyer Wilson represents clients throughout Ohio, including the cities of Columbus, Cleveland, Cincinnati, Toledo, Akron, Dayton, Canton, Mansfield, Portsmouth, Findlay, Boardman, Youngstown and Lorain. We also represent clients nationwide in securities arbitration and litigation.

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Quick Facts

Our six lawyer firm is devoted solely to investor claims and class actions.
Every securities arbitration/litigation client that hires our firm is assigned two lawyers to their case.
Our lawyers have over 50 years of collective legal experience.
Mr. Meyer won the largest jury verdict ever in the state of Ohio - $260 million verdict against Prudential Securities.
The firm employs a full time investigator on staff.

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