Berman DeValerio offers its institutional investors a number of special services beyond securities monitoring and litigation services. These services cover not only general legal advice but also assistance on policy and legislation.
Berman DeValerio made recommendations to several of its public pension clients regarding potential claims against money managers arising from various investments, including real estate investment managers. We also have represented several public pension funds in contractual disputes with their money managers. Calling upon their experience in securities matters and negotiation skills, our lawyers have been able to resolve each of these matters favorably — without resorting to litigation.
We have also provided assistance to a number of institutional clients on a variety of legislative and law enforcement related projects, all on a pro bono basis.
In the area of policy and legislation, the firm's clients also benefit from the unique expertise and insight of Special Counsel Kevin Shelley, former California Secretary of State and majority leader of the California State Assembly.