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If you are an attorney, there are a number of services Mr. Schulz can offer you. If you are a securities attorney, who does this type of work on a regular basis, my best advice to you is to read my resume in the "About Invest Securities Consulting, P.C." section or, better yet, give me a call. Resumes can be very dry, and since any expert witness is only as good as his ability to present himself, you will have a better opportunity to measure Mr. Schulz'' value to you and your client once you have spoken with him on the telephone (until the day when arbitrations are held over the Internet and then you can spend your time reviewing this website).

If you are an attorney who is new to this field, you will find Invest an excellent place to start. There are many attorneys in the country who call Mr. Schulz before they even take on a new securities case. Since Invest has been evaluating portfolios and making investments for over 20 years, and assessing potential securities cases for 12 years, Mr. Schulz can be a great asset. Mr. Schulz has evaluated in excess of 1,000 portfolios and cases and has the ability to ascertain rather quickly such elements as improprieties and the like. If you are not well versed in securities arbitration, it is usually a good practice to hire a good expert, such as Mr. Schulz, prior the filing of the claim. Arbitrators are not always so lenient if you have failed to properly state all of your causes of action. It is also a good habit to have your expert very involved in the discovery process at the early stages of the case, because your expert will be hampered if you have not obtained the necessary documentation. 

Mr. Schulz is often called upon to assist attorneys in areas that perhaps go beyond traditional expert witness work. Prior to 1987, the courts were open to investors. When Mr. Schulz started his testifying work in 1989, a large number of the attorneys were not experienced in securities or securities arbitration and Mr. Schulz grew up in that environment. Even to this day, some attorneys who are not securities knowledgeable and are not familiar with the rubric of arbitration, occasionally hire Mr. Schulz. In addition to being a securities expert, he is an arbitration consultant. When necessary, Mr. Schulz is capable and qualified to assist in drafting claims, assisting in arguments and strategy, the selection of arbitrators, and in assisting in settlements, if the attorney should need such help. Of course, those of you attorneys who are reading this website who are very experienced, will utilized my services differently than those with less experience. Give Mr. Schulz a call to discuss the particulars of your situation.


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Douglas J. Schulz CRCP, RIA
Invest Securities Consulting, Inc. P.C.
301 Snowcrest
Westcliffe, Colorado 81252
Phone: 719-783-3230
Fax: 719-783-0343
Email: schulz@securitiesexpert.com

© Invest Securities Consulting, Inc. P.C.
Last Updated: April 6, 2005

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