3-5-13 10:08 AM EST | Email Article

The Securities Arbitration Law Firm of Klayman & Toskes (“K&T”), www.reitfraudloss.com, announced today that it filed a claim against Berthel Fisher & Co. Financial Services (“Berthel”) to recover damages sustained in Inland Western REIT n/k/a Retail Properties of America (NYSE: RPAI). The securities arbitration claim was filed with the Financial Industry Regulatory Authority (“FINRA”).

According to the claim, in maintaining accounts with Berthel, the Claimant had always made it clear that he did not want to expose his assets to significant risk, and that he was willing to accept a lower rate of return in order to keep his hard-earned money safe. In response, Berthel recommended Inland Western REIT. The firm’s advisor represented to Claimant that the REIT would be a “sure thing” with a guaranteed dividend of 5% for the first 5 years. The investment was marketed as a low risk, fixed income product that would preserve Claimant’s principal investment. The reality, however, was that the REIT was speculative and exposed Claimant’s portfolio to more risk than he was willing to assume. As a result, Claimant sustained substantial damages.

Investors who purchased Inland Western REIT or other direct investments from Berthel Fisher or other brokerage firms can contact K&T to explore their legal rights and options. K&T is presently pursuing claims on behalf of investors from across the country who sustained losses by purchasing these types of products.

If you wish to discuss this announcement or invested $250,000 or more Inland Western or other direct investments, please contact Steven D. Toskes, Esquire or Jahan K. Manasseh, Esquire of Klayman & Toskes, P.A., at 888-997-9956, or visit us on the web at www.reitfraudloss.com.

Klayman & Toskes, P.A.
Steven D. Toskes, Esquire or Jahan K. Manasseh, Esquire, 888-997-9956

Copyright Business Wire 2013
Add a Comment

News   More...

The Securities Arbitration Law Firm of Klayman & Toskes Files $3.5 Million Claim Against Wells Fargo Advisors On Behalf of a Former UPS Employee As It Continues To Investigate Claims on Behalf of Current and Former UPS Employees (2013/5/8)
The Securities Arbitration Law Firm of Klayman & Toskes Files $750,000 Claim Against Wells Fargo Advisors on Behalf of a UPS Employee As It Continues To Investigate Claims on Behalf of Current and Former UPS Employees (2013/5/20)
The Securities Arbitration Law Firm of Klayman & Toskes Files $800,000 Claim Against Merrill Lynch on Behalf of a Retired UPS Employee As It Continues To Investigate Claims on Behalf of Current and Former UPS Employees (2013/5/25)
The Securities Arbitration Law Firm of Klayman & Toskes Files Another $800,000 Claim Against Merrill Lynch on Behalf of a Retired UPS Employee As It Continues To Investigate Claims on Behalf of Current and Former UPS Employees (2013/6/5)
The Securities Arbitration Law Firm of Klayman & Toskes Files $400,000 Claim Against John Thomas Financial As It Continues To Investigate Claims Relating to the Sale of Liberty Silver Corp. by John Thomas Financial (2013/6/3)
The Securities Arbitration Law Firm of Klayman & Toskes Continues to Investigate Claims Regarding LPL Financial’s Sale of REITs In Light of Investigation By Montana Involving Multiple LPL Brokers (2013/3/25)
The Securities Arbitration Law Firm of Klayman & Toskes Continues to Investigate Claims On Behalf of Current and Former UPS Employees Who Held Concentrated Positions in UPS Stock on Margin/Hypo Loans (2013/2/18)
Notice to LPL Customers: The Securities Arbitration Law Firm of Klayman & Toskes Continues to Investigate and Pursue Claims Against LPL Financial as FINRA Levies $9 Million Fine (2013/5/21)
Notice to Merrill Lynch Customers: The Securities Arbitration Law Firm of Klayman & Toskes Investigates Claims on Behalf of UPS Employees Who Held Concentrated Leveraged Positions in UPS Stock (2013/3/16)
The Securities Arbitration Law Firm of Klayman & Toskes Continues To Investigate Claims of UBS Customers Who Sustained Losses in the UBS Willow Fund, L.L.C. (2013/4/27)
Securities related to this article
Retail Properties of American Inc View rpai Stock Quote
Retail Properties of American Inc View rpai Stock Quote
 
Start Premium Trial Register For Free

P F Fund Financial Data (13,000+ funds)
P F Stock Financial Data (7,000+ stocks)
P F Stock and Fund Screeners (basic)
P F Investing Articles and Market Commentary
P F Articles Archive (>30 days)
P F Discuss (dozens of stock, fund, bond, and general bulletin boards)
P F Portfolio Manager (basic)
P F Morningstar Investment Classroom
P F Morningstar Investing Classroom Rewards (earn as you learn and redeem for Morningstar merchandise)
P   Morningstar Fund Analyst Reports (full research on 2,000 funds and ETFs)
P   Morningstar Stock Analyst Reports (full research on 2,000 stocks)
P   Morningstar Stock and Fund Stewardship Grades
P   Portfolio Manager (advanced with 10 x-ray analyses, including guidance)
P   Portfolio Monitor (monthly and on-demand personalized portfolio statements)
P   Morningstar Proprietary Stock Information (stock star ratings, buy/sell prices, economic moat ratings, and more)
P   Morningstar Stock and Fund Favorites & Red Flags eNewsletters
P   Premium Stock and Fund Screeners (advanced with nearly infinite ways to find the best securities for you)
P   Discounts on Morningstar newsletters, books, seminars, and more

Sign-up to Morningstar


Basic Access

Articles and Videos
Morningstar video reports, articles, data, and tools. Dig into our lineup of e-newsletters and investing classroom courses outlining sensible strategies for maximizing your investments.
Morningstar Discuss
Follow the buzz on individual stocks or fund families. Plus, read the latest posts from Morningstar members and analysts.
Portfolio Manager
Track your investments and watch lists with our Portfolio Manager. Customize your view with our comprehensive stock, fund, and ETF data.

Access these features and more when you sign up for Free Membership.
Join Morningstar today. It's Free.

Unlimited Access

Analyst Research
Gather in-depth, actionable insight on over 3,700 stock and mutual funds covered by Morningstar analysts. View our mutual fund Analyst Reports favored by professionals, savvy experienced investors, and new investors researching options for retirement savings, college plans, or other investment needs.
Portfolio X-Ray®
Ensure your portfolio is positioned exactly how you want with Morningstar's X-Ray Interpreter and Stock Intersection tools. A Barron's "Best of the Web" award winner for five years running, X-Ray Interpreter goes under the hood of your portfolio to provide a useful allocation, sector, and geographic analysis. And you can discover how much of a stock you really own, individually and through mutual funds, with Stock Intersection.
Investment Picks
Find new 5-star stocks (greatly undervalued companies) to consider daily. Our 5-star stock rating is a proven winner, consistently beating benchmarks like the S&P 500. Plus, browse our Fund Analyst Picks and Stewardship Grades to find shareholder-friendly mutual funds that are poised for outperformance.
Portfolio Monitor
Get a clear view of your investments with personalized reports about your portfolio. Receive monthly statements and generate reports on-demand to help you stay on track to meet your investment goals.

Access these features and more when you sign up for Premium Membership.
Start your free 14-day trial today online
Your subscription may be tax deductible. Please contact your tax advisor.

Morningstar - 2013/3/5 - The Securities Arbitration Law Firm of Klayman & Toskes Files Claim Against Berthel Fisher As It Continues To Investigate Claims On Behalf of Inland Western REIT n/k/a Retail Properties of America Investors
Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol |  Title Star Rating |  Category |  Total Assets |  Top Holdings |  Top Sectors |  Symbol |  Name Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol / Ticker |  Title Star Rating |  Category |  Total Assets |  Symbol / Ticker |  Name Title |  Date |  Author |  Collection |  Popularity |  Interest Title |  Date |  Company |  Symbol |  Interest |  Popularity Title |  Date |  Company |  Symbol |  Interest |  Popularity Title |  Date |  Author |  Collection |  Interest |  Popularity

Previous: The Securities Arbitration Law Firm of Klayman & Toskes Files Another $800,000 Claim Against Merrill Lynch on Behalf of a Retired UPS Employee As It Continues To Investigate Claims on Behalf of Current and Former UPS Employees  |  Next: The Securities Arbitration Law Firm of Klayman & Toskes Investigates Claims of Current and Former UPS Employees Who Held Concentrated, Leveraged Positions in UPS Stock Obtained Through the Managers Incentive Program