Asset Allocation Expert Witnesses

Providing Legal Services to Law Firms and Lawyers


William (Bill) Fender Expert Witness

William (Bill) Fender

Colorado - Serving: All States
Websitewww.expert-fiduciary.com
Fiduciary Duties and Responsibilities in Investment Management Expert Witness
Phone(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...

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FEND Securities Expert Witness Expert Witness

FEND Securities Expert Witness

California - Serving: All States
Websitewww.fend.com
Securities Expert Witness in Arbitration and Litigation and FINRA Arbitrator
Phone(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...

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  • Steve Masterson

    Coeur d Alene, Idaho

    Private Fiduciary, Trust Consultant and Expert Witness Services

    Phone (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...


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