Expert Witness Consulting Services

Litigation Support From a Fiduciary Expert Witness

Due to our familiarity with the Uniform Prudent Investor Act and its role within the California Probate Code, we are a trusted expert witness for attorneys seeking assistance in litigious cases.

Prudent Investors advisors, Jeremy Lau, Jared Ong and Ted Ong have assisted law firms in forensic investment analysis and UPIA compliance reviews of investment portfolios. Their institutional background and history with professional trustees and public guardians/administrators give them unique insight into the law’s requirements for appropriate portfolio management. 

Jeremy and Ted are frequent lecturers on the Uniform Prudent Investor Act for the Probate Attorneys of San Diego (PASD), the National Guardianship Association (NGA), and the Professional Fiduciary Association of California (PFAC) and serve as instructors of the Management of the Investment Portfolio course at Cal State Fullerton.

We provide expert witness work in the following areas

UPIA Compliance

  • Diversification Analysis
  • Risk Tolerance Assessment
  • Cost/Expense Evaluation
  • Tax Opportunities

Forensic Investment Research

  • Portfolio Construction Evaluation
  • Asset Allocation Assessment
  • Income Analysis
  • Portfolio Risk Diagnostics