Who We Are
Our law firm generally handles every case we accept on a contingency basis, which means that we are not paid money unless there is monetary recovery by our clients. We do not bill our clients by the hour nor do we require upfront retainers. Instead we work on contingency, which means that we are paid based on a percentage of our client's recovery. Because we work this way, we have a vested interest in every case we accept and only accept a case if we believe strongly in the underlying merits. While we can never guarantee a result, we can guarantee that if we take your case it is because we believe strongly in the merits and probability of financial success.
We do one thing and do it well
We are a national law firm with a very niche practice – we only represent investors in investment related disputes. Securities litigation is one of the most complex areas of the law. As a result, it is critical to retain a law firm that has a deep understanding of the securities laws and has a proven track record of successful results. We are that law firm. We have represented hundreds of investors from all over the United States and have successfully recovered over $100 million on their behalf.
While our practice is not diverse, our clients are. We have represented individuals from almost every state in the country with extremely diverse backgrounds. This is because securities fraud victims are not limited by age, occupation or geography. Unfortunately, anyone who is actively investing may be susceptible to securities fraud.
Securities litigation is one of, if not the most, complex area of law. In the United States, securities are regulated through a patchwork of state and federal laws and regulations. These laws are dense, confusing and almost always drafted to favor big banks over retail investors. Our firm does not just understand these laws, we actively work with members of congress, FINRA and the Securities and Exchange Commission to help shape these laws before they are even enacted. Each year we spend countless hours meeting with politicians and providing written comments to new legislation that impacts everyday investors. We do this both because it helps our clients, but also because we fundamentally believe in the importance of investor advocacy.
When you hire our law firm, we become more than your attorneys we also become your partners. This is because we handle every case on contingency. This means that we will not be entitled to any compensation unless we are able to achieve a successful result on your behalf. As a result of this arrangement, we have a vested and shared financial interest in the outcome of your case. It also incentivizes us to fight for every penny as if it were our own.
We understand that being an effective advocate means more than making effective arguments, it also means being effective listeners. We know the range of emotions involved once someone realizes they have become a victim of securities fraud. We also know that if you are reading this you may be like many of our clients who were apprehensive about even contacting an attorney because you may feel too embarrassed by your situation. We understand that falling victim to investment fraud is not just financially devastating – it is emotionally devastating as well. We know it is difficult to “make that call” and are here to listen.
Fitapelli | Kurta
I highly recommend this law firm. We were in a bad situation and contacted two of the law firms in our town. Neither firm specialized in securities arbitration. So we did a little research and took a chance on this firm, despite the fact they were halfway across the country from us. We are glad we took the leap of faith. Jonathan made an ugly difficult situation turn out well for us. He told us how the process would play out and so it did, exactly as he predicted. Jonathan is a skilled, knowledgeable, experienced, professional who really knows what he is doing. For all the dumb decisions we made that got us into the mess we were in, the decision to choose this firm was right on! Such a blessing he has been to us.
I met Jonathan at one of worst periods of my life and am so thankful for what he did for me. After my husband of over 40 years passed I learned that our longtime friend and financial planner had taken advantage of me. He put all of my retirement in high commission investments that were not paying dividends and couldn’t be sold. When I realized how bad the situation was, I became paralyzed with fear and anxiety. Jonathan was my savior. He isn’t just a good, hard-working lawyer, he is also a genuinely, kind and caring person. I am so blessed to have met him and fortunate that he was able to get me a settlement.
I am very happy with the outcome of my case. Every industry has its “go to” people. These two are the “go to” firm for FINRA arbitrations – they know the system, the arbitrators and the rules better than anyone the system, the arbitrators and the rules.
My wife and I owned and managed rental properties for nearly 50 years. When we retired, we decided we didn’t want to deal with tenants anymore. We sold everything and our financial advisor talked us into tenant-in-common properties. Eight years later and all three investments went belly up. There was $0 cash flow and the properties were all underwater. Marc successfully sued the crooked financial advisor that put us into this mess. He was terrific and I highly recommend him.
This law firm was impressive from start to finish. I was shocked when Jonathan called me back two hours after I emailed the firm on a Saturday morning. This attentiveness didn’t stop after I became a client. I have dealt with many lawyers in my life, but none have been as responsive and patient as Jonathan. He is an excellent lawyer, a gentleman and one of the hardest working people I’ve ever come to meet. Well done!
My experience with Marc and Jonathan has been wonderful. They are smart, hardworking and aggressive. If you are unlucky enough to be in this situation, call them.
I met a financial adviser from half way around the country, never met him, trusted him and lost most of my life savings. I was stupid. I live in a small town and the lawyers here didn’t even know what FINRA was. Because of my terrible experience, it was hard to trust a law firm on the other side of the country, but I am glad I did. I thank God every day for having the strength to call them.
After learning what happened to my IRA savings, I was depressed and embarrassed. I live on a fixed income and dreaded facing the reality of what happened to me. I always joked with Marc that he was more than my lawyer, he was also my psychiatrist. I will forever be grateful to him for his skills and friendship.