Litigation Support

Innovest offers expertise in fiduciary investment responsibilities and investment advisor standards-of-care. We provide the following 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

Please click here to learn more about Bill Fender and the Expert Witness Practice.

Bill Fender, CPA, J.D., AIFA®, Principal, is Innovest's Chief Compliance Officer and leads our Expert Witness Practice.

Bill Fender, CPA, J.D., AIFA®, Principal, is Innovest's Chief Compliance Officer and leads our Expert Witness Practice.