Miami Investment & Fraud Attorneys
305.372.9700
1 SE 3rd Ave # 1200
SunTrust International Center
Miami, Florida 33131

Miami Over-Concentration & Lack of Diversification Investment Attorney

Over-concentration or lack of diversification means “putting all your eggs in one basket.” It is basic investment strategy to diversify a portfolio among many assets in order to reduce overall portfolio risk. Often times financial advisers will fail to diversify a portfolio properly, causing unnecessary losses in the portfolio. Over-concentration can occur where too much of a portfolio is invested one or only a few positions or where too much is invested in one industry. For example, a portfolio where 80% of the positions are “financials,” such as bank stocks, is over-concentrated and will be subject to undue risk in the event that financials fall out of favor.

Carlson & Associates, P.A. has experience in handling cases involving over-concentrated investments or lack of diversification as well as other Miami investment fraud cases.

Contact our Miami Investment Fraud Attorneys

Carlson & Associates, P.A. has years of experience helping Miami clients with investment fraud, corporate & partnership disputes, officer liability and coverage & legal and accounting malpractice. Contact us online or call 305-372-9700 for more information or assistance.

Share This Page:
  • Super Lawyers
  • AV Preeminent
  • Million Dollar Advocates Forum
Location

Office
Location

1 SE 3rd Ave #1200
Suntrust International Center
Miami, Florida 33131

Telephone: 305-372-9700
Fax: 305-372-8265

Connect
With Us

  • Facebook
  • Twitter
  • LinkedIn
  • Google

The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship.

No content on this site may be reused in any fashion without written permission from www.Carlson-Law.net

MileMark Media - Practice Growth Solutions

© 2015 - 2017 Carlson & Associates, P.A. All rights reserved. This law firm website is managed by MileMark Media.