Mr. Simon is the author of another book that is considered a classic in its field. The Prudent Investor Act: A Guide to Understanding, the definitive work on modern prudent fiduciary investing, has received testimonials from a wide range of leading authorities.
Mr. Simon is an expert on the Prudent Investor Act and the Restatement 3rd of Trusts (Prudent Investor Rule). He provides pre-litigation case evaluation, assists in litigation support work including trial preparation, legal arguments and depositions, and offers expert witness services during trial. Mr. Simon’s areas of expertise include standards of fiduciary investment conduct and modern prudent investing, violations of fiduciary duties and principles of investing.
The standards of the Prudent Investor Act have a bearing on the conduct of a wide variety of fiduciaries and the hundreds of billions of dollars with which they have been entrusted. Such fiduciaries manage assets invested in private family trusts, 401(k) plans and other ERISA corporate retirement plans, public employee retirement plans for states, counties and municipalities, as well as charitable non-profits such as foundations and endowments.
The standards of the Prudent Investor Act can also be adopted to assess the investment conduct of stockbrokers, financial planners, investment advisors, bankers, insurance agents and other fiduciaries.
The combination of Mr. Simon’s investment expertise and legal knowledge gives him a unique perspective shared by few. His credentials, along with a deep understanding of the law and fiduciary duties as they relate to investing, enable Mr. Simon to offer his services on a variety of related subjects that are central to the thousands of lawsuits and arbitrations arising out of the $8 trillion in losses which investors and employees have suffered since 2000.
Mr. Simon has also written and contributed material used in numerous educational programs on investments, including those sponsored by the American Law Institute–American Bar Association and the American Institute of Certified Public Accountants.
Mr. Simon graduated from UCLA with honors in political science, earned his law degree and was awarded a Rotary Foundation post-graduate law fellowship. In addition to his membership in the State Bar of California, he is admitted to practice before the U.S. Tax Court as well as the U.S. District Court, Central District of California.
Those interested in Mr. Simon’s litigation support and expert witness services may phone (760.390.7874) or e-mail (firstname.lastname@example.org) him to discuss their particular case. References and compensation rates will be provided when appropriate.
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