Portfolio Monitoring Program

Milberg provides customized portfolio monitoring services to public, private, domestic, foreign, and Taft-Hartley investment and pension funds.  Our personalized portfolio monitoring service identifies potential recoverable losses for our institutional clients' portfolios due to corporate fraud and misconduct.

By regularly apprising our clients of their potentially recoverable losses, our program enables our clients to be proactive in assessing their rights and remedies.  We make a commitment to our institutional and pension fund clients to protect their rights as shareholders and guardians of their beneficiaries' retirement funds.

For more information about our institutional services, please contact us.