Gregory B. Wood, Securities Expert Witness

Initial Case Evaluation
Pre-hearing Case Evaluation
Hearing Consultation
Expert Testimony
Specialty Reports
Forensic Accounting

Home

PORTFOLIO RISK REPORTS

Suitability is determined at the time of sale. Whether you represent the Claimants or the Respondents, analyzing the suitability of a portfolio can be a challenge that is critical to your case success.

We use specialized analysis tools to prepare reports on equities portfolios. These reports combined with our training and experience provides the basis for a complete written portfolio analysis and suitability determination. Further, we have software available from 1999 forward, which allows us to prepare a review using data dated close to the time of initial sale.

Securities Litigation Support can:

Analyze a portfolio.
Prepare a suitability report on that portfolio.
Testify in arbitration regarding our findings.

The report that follows was prepared on 2003 software.

Click here for a Sample Stock Portfolio report (59kb PDF).

*Securities Litigation Support, LLC is not a law firm and does not give legal advice*

Gregory B. Wood
44 Anthem Creek Circle, Henderson, NV 89052

Phone: 702.253.WOOD
(702.253.9663)

Cell: 817.939.4543

greg@expertsecurities.com
Fax: 702.459.WOOD
(702.459.9663)

Securities Litigation Support founder Gregory B. Wood combines 35 years as a securities industry professional with six years of securities litigation consulting to provide expert witness testimony in FINRA arbitration and court. His areas of securities litigation expertise extend from broker-dealer issues to forensic accounting, employment litigation, and investment products such as variable annuities. Securities Litigation Support serves clients throughout the U.S. from their Henderson, NV headquarters.

Website Development by EMS