Litigation Support and Expert Witness: Approach
Expertise in fiduciary investment responsibilities and investment adviser standards of care.
Innovest’s extensive real world
experience is invaluable in investment related litigation
• We know the financial services
industry including investment strategies, investment
products, and investment providers.
• We understand complex financial markets
and investment institutions
• We work with investment fiduciaries
(our clients) on a daily basis
• We are investment fiduciaries in our
work with our clients and understand what that entails.
We provide qualified, professional expert
witness and litigation support services.
• Preliminary assessment of the merits
of a case
• Analysis and research
• Strategic case planning
• Guidance on discovery
• Advice for settlement and mediation
• Written reports
• Deposition,
arbitration, and trial testimony
