Investment Management 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...
Investment Management Expert Witness(908) 998-1414
We are experts in all aspects of financial services including; hedge funds, mutual funds, equities, fixed income securities, trading, investment management, marketing of such products and services, structures of such products, brokerage and investment strategy.
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...