Services

Expert Witness

Due to our familiarity with the Uniform Prudent Investor Act and its role within the California Probate Code, Prudent Investors is a trusted expert for attorneys seeking assistance in litigious cases. Prudent’s managing partners, Jeremy Lau and Ted Ong, have assisted law firms in forensic investment analysis and portfolio UPIA Compliance. Their institutional background and history with professional trustees and public guardians/administrators provide unique insight into the law’s requirements for appropriate portfolio management. Ted and Jeremy are frequent lecturers on the Uniform Prudent Investor Act for PASD, NGA, and PFAC and serve as instructors of Management of the Investment Portfolio course at Cal State University Fullerton.

To inquire: