Secure Financial Services, Inc. provides consultation, case opinion, presentation support, deposition and trial testimony in a wide range of securities matters, and at any point in the process, from initial analysis to arbitration hearing. With a full-time staff of expert analysts and the most comprehensive securities analysis software available today, SFS is capable of rapidly responding to client requests for testimony, exhibits and responding calculations.

SFS prepares comprehensive analytical reports to support damage calculations and related matters in the respondent’s arbitration setting. As fact-based experts, our analysts bring an objective viewpoint to the proceeding, helping to assess the merits of the case from the actual monthly statements and trading confirmations.

Working with our clients, we offer the benefit of our experience in securities industry matters, including analytical theories, mathematical formulas relating to account performance, damage assessment and alternative reporting and analysis.


SFS Damages Experts have extensive experience and skills in:Secure Financial Services

  1. Identifying sensitive areas for potential cross-examination.
  2. Recommending targeted analytical reports to support the case strategy.
  3. Preparing effective comparative analyses.

Areas of expertise include:

  • Annuities
  • Certificates of deposit
  • Corporate bonds
  • Equities
  • Limited partnerships
  • Margin accounts
  • Municipal bonds
  • Mutual funds
  • Options
  • Structured products

SFS experts include:

We are always pleased to provide any level of assistance, and are available either in person or via teleconference to help provide a successful outcome for your case.

To contact an SFS expert, please email or call (802) 879-2077.