Services

Our main service is to provide claimant counsel with Profit & Loss Analyses for use in securities litigation and arbitration. We use a proprietary software toolset which offers the highest level of data integrity and can be prepared in less time than the conventional spreadsheet type analyses typically used within the industry. Below are brief overviews and samples of the 15 standard reports and 18 specialized reports we offer. Contact our corporate office for pricing information

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A set of 15 separate reports designed to provide a comprehensive review of the investment portfolio activity during the time frame being examined.
View a brief description of each report.

Internal Rate of Return     Total Investment Summary   

Trade Transaction Summary     Trade Transaction Detail Summary   

Trade Transaction ROI     Buy/Sell Matching    Cash Transaction   

Trade Chronology     Cash Chronology     Income Summary     Monthly P&L   

Looper Turnover     Cost Maintenance Factor      Cumulative P&L  

Equity Graph

Preliminary Account Evaluation

A snapshot of account performance, without the time and expense of preparing a full P&L.

PAE (Preliminary Account Evaluation)     Yearly PAE

Special Analyses

A set of analyses and reports generated for more detailed scrutiny of the data as related to date ranges, sectors, etc.

Combined P&L    Color Combined    Daily P&L    Concentration Analysis  

Performance Analysis    Well-Managed Theory    What-If Scenarios  

Option Strategy Analysis    Risk Exposure Analysis    Realized/Unrealized Analysis   Solicited/Unsolicited Analysis

Special Data Services

■ Comparative Analyses offer a direct comparison between two P&L analyses. This analysis typically compares reports prepared by claimant and respondent, revealing any differences in results. When report conflicts are noted, an explanation/reason for conflicting data will be provided.

■ Custom Analyses offer an unlimited amount of flexibility.

Expert Witness

Many securities expert witnesses are hesitant to testify with regard to the account losses or damages in a case. This is our specialty. Use the testimony of our damages expert in arbitration, by phone or in person.

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1901 Century Blvd., NE - Suite 4 - Atlanta, Georgia 30345

350 Fifth Avenue - Suite 2924 - New York, NY 10118

Toll Free: 866-315-0614  Fax: (404) 795-0788