Institutional Investor Services
Pension funds, endowments, foundations, and other institutional investors often use asset managers to oversee their investments; custodians to house their trading data; and investment advisors to guide their portfolio strategies. These professionals typically do not focus on informing institutional investors when their portfolios lose value due to corporate misconduct, and they cannot provide legal advice regarding investors' rights and remedies.
Robbins Umeda LLP offers institutional investor services including customized portfolio monitoring and strategic legal counsel to address investors’ need for information and advice when corporate misconduct damages their investment returns. We help institutional investors identify, evaluate, and litigate claims arising out of corporate misconduct and fraud.
Investment Portfolio Monitoring
One important step institutional investors can take to protect their investments is to monitor the companies in which they are invested for signs of corporate fraud and misconduct. The Robbins Umeda Stock Tracker (TRUST™), our investment portfolio monitoring service, helps institutional investors stay abreast of these critical developments. At no cost or obligation, we alert institutional investors when we identify corporate fraud or other misconduct that has damaged their investment returns and provide advice regarding legal strategies for seeking redress on behalf of fund beneficiaries. Portfolio holdings are kept strictly confidential. We offer customized services and notification protocols to meet the needs of each of our participating institutional investors.
Unions & Pension Funds
Robbins Umeda LLP's attorneys litigate fiercely on behalf of union members' retirement funds when their pooled assets lose value due to corporate fraud or misconduct. We represent a number of Taft-Hartley pension funds from a wide variety of professions and trades, including iron workers, carpenters, millwrights, plumbers, and pipefitters. Our experience in working with fund trustees for these trades has given us unique insight into their operations, needs, and fund objectives. We understand that trustees of Taft-Hartley Health and Welfare Funds are held to the highest standards of fiduciary conduct under ERISA. Our attorneys help fund fiduciaries fulfill their obligation to protect the retirement funds of the professionals and tradespersons on whose behalf they invest.
Institutional Investor Services: Learn More
We welcome the opportunity to provide you with more information about our firm and legal services for institutional investors. Please contact us.
Contact:
Lauren Levi
Client Relations Manager
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619.525.3990 or 800.350.6003
