Free Portfolio Monitoring

Halper Sadeh LLC offers free portfolio monitoring services for its investor clients.


We monitor our clients’ investment portfolios and analyze whether a loss may be recoverable through litigation.

We investigate whether investment losses are caused by corporate fraud or misconduct and present our findings and strategies to our clients so they can make an informed decision as to how to best recover their losses.

We provide our clients with the following free services:

  1. Prompt notification of market losses that may be the result of corporate fraud or wrongdoing;
  2. Detailed findings of our investigations and recommendations concerning potential litigation; and
  3. Assistance with claim form filings in class actions where our clients participate as class members.

If you would like to inquire about our free portfolio monitoring services, please contact Daniel Sadeh or Zachary Halper.