Helping Fund Trustees Protect Their Beneficiaries’ Retirement Funds
Pension funds, endowments, foundations, family offices, and other institutional investors often use asset managers to oversee their investment, custodians to house their trading data, and investment advisors to guide their portfolio strategies. These professionals typically do not inform institutional investors when their portfolios lose value due to corporate misconduct, and they cannot provide legal advice regarding investors’ rights and remedies.
Investment Portfolio Monitoring
Through Stock Watch, Robbins Arroyo LLP’s free investment portfolio monitoring service, we help institutional investors stay abreast of corporate wrongdoing affecting their investments. At no cost or obligation, we alert institutional investors of corporate fraud or other misconduct that has damaged their investment returns, guide them through the evaluation process to determine what, if any, legal action they can take, and provide strategic legal counsel to redress the loss on behalf of fund beneficiaries.
We offer customized services and notification protocols to meet the needs of each of our participating institutional investors. Protecting the privacy, confidentiality, and security of our clients’ information is of utmost importance to the firm, and all data is protected by administrative, physical, and technical controls.
Unions & Pension Funds
Robbins Arroyo 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 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. For more information, please contact Leonid Kandinov, Esq.