Recover Non-Traded Investment Products Losses
Non-Traded Investment Products, such as Non-Traded Real Estate Investment Trusts, are classified as an Alternative Investment, with the unique characteristics of a being a highly non-liquid investment with a significantly higher level of Operating, Distribution, Advisory and Incentive, fees and expenses. These higher level of fees and expenses, than their “traded” counterparts, brings into question the reasons why these securities are recommended by brokerage firms and financial advisors.
The answers provided by brokerage firms which market and distribute these types of securities attempt to justify the lack of liquidity and higher fees and costs. Brokerage firms and financial advisors may fail to disclose that higher fees and expenses, requires higher returns through investments in riskier assets and the use of greater levels of debt to generate the projected returns. During periods of economic stress, the combination of greater fees, expenses and risks will result in disproportionate losses relative to overall markets.
Why Did Brokerage Firms and Financial Advisors
Fail to Disclose these Facts Completely to Investors?
Investor Recoveries
Investor Recoveries
Investor Recoveries
About KlaymanToskes
KlaymanToskes, P.A., a leading national securities law firm, practices exclusively in the field of securities arbitration and litigation, on behalf of retail and institutional investors in large and complex securities matters. The principles we put into practice at KlaymanToskes are professionalism, diligence, perseverance, client accountability and performance. These are the standards by which we measure our success. Individual Investors benefit from a personalized approach to handling your legal claims which includes the assignment of your own case manager.
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