The Bernstein Law Firm

Dadeland Centre, 10th Floor
9155 South Dadeland Blvd.
Miami, Florida, 33156

Tel (858) 505-8000

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Home >> Broker Overconcentration

Broker Overconcentration

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 Bernstein Law Firm, at (858) 505-8000, or contact us for a free initial consultation with a Miami attorney. .

Tel (858) 505-8000