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Our Clients

Individual investors

An individual investor or “retail investor” is any person other than an institutional investor. KlaymanToskes has recovered over $230 million in securities arbitration claims and over $350 million in other securities litigation matters for our clients, exclusive of fees and costs. We have represented numerous individual investors who sustained losses from concentrated investments, unsuitable investment advice, misallocation of assets, failing to hedge, margin abuse, hedge funds, Real Estate Investment Trusts (“REITs”), Ponzi schemes, churning, mutual fund switching, alternative investments, private equity investments, arbitrage funds, bond funds, CDOs, and CMOs.

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High net worth investors

A high-net-worth (“HNW”) investor is traditionally defined as having investable assets of over $1 million, excluding a personal residence. There are over 20 million HNW investors worldwide. An ultra-high-net-worth (Ultra-HNW) investor is defined as having at least $30 million in investable assets. There are over 600,000 Ultra-HNW investors worldwide. HNW and Ultra-HNW investors hold a significant portion of their wealth in the stock and bond markets. We have represented HNW and Ultra-HNW investors who sustained losses from concentrated investments, unsuitable investment advice, misallocation of assets, failing to hedge, margin abuse, hedge funds, Real Estate Investment Trusts (“REITs”), churning, mutual fund switching, Ponzi schemes, alternative investments, private equity investments, arbitrage funds, bond funds, CDOs, and CMOs.

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Institutional investors

Institutional investors are organizations which pool large sums of money and invest those sums in various investment vehicles. They include pension funds, insurance companies, banks, retirement funds, hedge funds and mutual funds. Institutional investors often hold large positions in various securities products. Accordingly, institutional investors often have substantial exposure to events in the securities markets. The claims brought on behalf of institutional investors seek to recover losses sustained resulting from unsuitable investment advice, breach of fiduciary duty, misrepresentations, omissions, negligence, breach of contract, failure to supervise, violation of industry rules, or securities fraud by their brokerage firm or financial institution.

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Previously Represented

We have represented employees from the following companies:

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Boca Raton, FL

Boca Raton, FL
  • 1200 Corporate Place
    1200 N. Federal Hwy, Suite 200
    Boca Raton, Florida 33432

  • Phone: +1 (561) 997–9956
    (by appointment only)

New York, NY

New York, NY
  • 48 Wall Street,
    Suite 1100,
    New York 10005

  • Phone: +1 (212) 269–9956
    (by appointment only)

Newport Beach, CA

Newport Beach, CA
  • 4675 MacArthur Court,
    Suite 550
    Newport Beach, CA 92660

  • Phone: +1 (949) 721–9956
    (by appointment only)

San Juan, PR

San Juan, PR
  • American Airlines Building
    1509 Lopez Landron St. -PH
    San Juan, PR 00911

  • Phone: +1 (787) 905–7630
    (by appointment only)