Impact Analytics LLC

Investment Loss Recovery Services

GEORGE W. FORD, Principal

LAWRENCE M. WOOD, Senior Damages Analyst

Impact Analytics LLC offers forensic investment portfolio analysis for the purpose of detecting securities fraud. Our process and procedures are designed to identify and quantify potentially recoverable losses in individual investment accounts.

We provide clients a clear and concise analysis of investment accounts from brokerage firms and other financial institutions. We utilize the most advanced, market tested analytical tools that enable us to show actual return-on-investment (P&L) performance on the securities held.

In addition to the P&L report, we offer supplemental reports that focus on specific areas of interest, such as concentration analysis, firm initiated position analysis, option strategy analysis, and other kinds of customized reports.

Our reports are routinely used in compliance matters, customer complaints, litigation, mediation, arbitration, court cases and settlement negotiations.

We have established a referral network of litigation experts who can effectively assist clients to bring their claims to the appropriate venue for resolution if investment irregularities, such as misrepresentation, over-concentration and suitability, are uncovered.

Why Us

Individual investors can no longer rely solely on the investment industry to self-regulate investor protection and compliance functions.  » Continue

How Investors are Affected by Broker Misconduct

Most investment losses result from market fluctuations, and not misconduct.  » Continue

Top 6 Areas Where Most Investor Abuse Occurs

Investment advisors have a responsibility to make recommendations that are suitable.  » Continue

Identifying the Warning Signs of Investor Abuse

Some brokers put their own interests ahead of yours. There are clear signals when it comes to possible abuse.  » Continue

How to File a Securities Claim

Most investment losses result from market fluctuations, and not misconduct.  » Continue

Sample Reports

Impact Analytics Profit and Loss Analysis (P&L) offers a comprehensive review of an investment portfolio’s activity during a specified time frame.  » Continue

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