If a broker concentrates your portfolio in a specific investment, or type of investment, the risk of loss to that portfolio is significantly increased. A broker who fails to diversify his client's portfolio is exposing his client to a greater degree of risk and may potentially be liable if the account declines in value.
To help us evaluate whether you have a claim regarding "Overconcentration",
call The Law Firm, at (858) 505-8000, or contact
us for a free initial consultation with a Miami
attorney.