Just because you lost money in the market, does not mean you have a valid claim. Before the Goldberg Law Group takes a case, the facts and circumstances surrounding your loss must be analyzed for merit.

After an initial consultation, if we determine your case has potential merit, the Goldberg Law Group would need to do an extensive analysis of your investment history. We ask all new clients to send us copies of their monthly brokerage statements, and all correspondence between themselves and their brokers, to us for review.   This can be done via e-mail or by toll free fax at 866-323-6096.

We often find it advisable to retain the services of an outside financial expert to analyze the brokerage statements, and other pertinent documentation. While this review varies from case to case, it usually covers the following items:

• Monthly Asset Flows
• Profit and Loss Analysis
• Account Performance (Compared to industry accepted benchmarks)
• Turnover Analysis
• Risk Assessment
• Beta
• Standard Deviation
• Spreadsheet Showing Trades Marked "Unsolicited"

The expert prepares a comprehensive report, with spreadsheets. The report is completed in approximately two weeks, from receipt of the client’s documentation. You will receive a copy.

The client pays for the cost of this report, which is typically $1000 - $2500, depending on the number of the transactions and the complexity of the analysis required.

After the Goldberg Law Group reviews the report with you, we will be in a better position to advise you on the likelihood of success, and the terms of our representation.

Please Contact us for a free evaluation.