Shepherd, Finkelman, Miller & Shah, LLP-Attorneys At Law
Shepherd, Finkelman, Miller and Shah, LLP

SFMS Tracker

SFMS is pleased to offer a sophisticated Securities Fraud Monitoring Service known as the SFMS Tracker, which is a proprietary investment portfolio service that combines the use of sophisticated monitoring software, together with a team of dedicated attorneys, investment analysts and staff, to monitor clients’ investment portfolios, identify losses arising from corporate fraud and other misconduct, consider the level of participation a given situation requires and recover funds obtained on their behalf through the submission of timely claims or investor litigation when appropriate. These are some of the key features of the SFMS Tracker:

  • Quick Identification Of Client Losses As A Result Of Potentially Fraudulent Or Other Improper Activities

  • Flash Reports Providing Designated Client Representative(s) With Notice Within Forty-Eight (48) Hours Regarding Current Or Potential Significant Litigation In Which It May Be Necessary For An Institution To Act Quickly To Protect Its Interests

  • Quantitative Evaluation Of Potential Damages And Loss Causation Based Upon Comparison To Appropriate Market Indices

  • Qualitative Evaluation Of Potential Litigation And Settlements By A Team Of Attorneys And Experts That Convene AT least Bi-Monthly To Review All Pending Securities Litigation, Settlements And Significant Losses Affecting Clients To Ensure That Clients’ Needs Are Met In A Prompt, Timely And Effective Manner

  • Comprehensive Monthly Reports Regarding Market Trends, New Litigation, Opt-Out Litigation Opportunities And Settlements That Contain Specific Recommendations Regarding All Matters Affecting Clients, Including The Newly Developed SFMS Case Scorecard, That Permits All Clients To Evaluate Potential Litigation Quickly And On An Objective/Comparative Basis

To log into your Tracker account, please click here.

For further information regarding the SFMS Tracker and to schedule a time for a full presentation, please email institutionalservices@sfmslaw.com or telephone James E. Miller or Karen M. Leser-Grenon toll-free at (866) 540-5505.


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