For over thirty (30) years we have worked with investors’ whose portfolios have been mismanaged. If you have not studied securities analysis or portfolio management, you may not understand why your portfolio has not performed properly given the market’s historic rise.
In upcoming articles, we will highlight some recent cases we’ve concluded or matters under investigation or review. If you have questions about your portfolio or investment, we can review your case and offer our opinion.
If you were sold a product from the Woodbridge Group of Companies, specifically any of the following:
- Woodbridge Mortgage Investment Fund 1
- Woodbridge Mortgage Investment fund 2
- Woodbridge Mortgage Investment Fund 3
- Woodbridge Mortgage Investment Fund 3A
- Woodbridge Mortgage Investment Fund 4
you may want to call us concerning your legal options.
Numerous state regulators have issued cease and desist orders attempting to stop the sale of these and other Woodbridge Holding Company products.
The S.E.C. has filed actions against Woodbridge CEO Robert H. Shapiro for raising more than $1.22 billion from unsuspecting investors. The S.E.C. noted that Shapiro and his firm have operated since July 2012 through December 4, 2017.
On December 4, 2017, Woodbridge filed a Chapter 11 bankruptcy, and the Trustee is currently liquidating the assets.
An advisor is required to investigate the product they want to recommend to investors prior to selling it to investors. The financial services industry requires individual brokers or registered investment advisors to be supervised to prevent sales of products which have not been fully investigated.
We are available to review your Woodbridge investment and assist you with evaluating your legal options.
- Mr. Gail E. Boliver has represented investors for 30 years and has approximately 70 arbitrations in addition to several court cases with many cases settling through mediation or otherwise.
