Asset Allocation Expert Witnesses
Providing Legal Services to Law Firms and Lawyers
Fiduciary Duties and Responsibilities in Investment Management Expert Witness(303) 694-1900
William (Bill) Fender is a principal and senior investment consultant in a SEC registered investment adviser firm that provides investment consulting services on a fee-only basis to over $16 billion of individual, retirement plan and foundation investment portfolios pursuant to the...
Securities Expert Witness in Arbitration and Litigation and FINRA Arbitrator(310) 641-0377
FEND Securities Expert Witness is a consultant in litigation and arbitration, nationally (22 states), involving securities, insurance and annuities. 321 arbitrations (700 retentions) since 1969, before NASD, FINRA, JAMS, AAA, NYSE, PSE & 85 mediations. Mr. Dinehart, RFC, is a...
Overview Forensic ExpertSpeaker
Private Fiduciary, Trust Consultant and Expert Witness Services(208) 755 3704
Fiduciary standards of care by individual and corporate fiduciaries; Standards for care under the Uniform Prudent Investor Act; Investment portfolio modeling; Uniform Principal and Income Act; Standards for discretionary distributions to beneficiaries; Federal estate tax ; Federal fiduciary income...