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Client Services

Evaluation

Berman DeValerio uses its considerable in-house resources, including investigators, accountants and portfolio analysts, to prepare extremely thorough case evaluations.

If a client’s losses are significant, we provide a thorough analysis of the case that includes a detailed recommendation to the fund's staff covering all legal options. These include filing a lead plaintiff motion (either alone or with another fund), pursuing an individual action or monitoring the case as an informed class member. Our advice and recommendations can serve as an important record should your participants ever ask questions about the steps you took to protect fund assets.