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Breach of Fiduciary Duty Claims & Investment Mismanagement Claims

At Campbell Harrison & Dagley L.L.P., we have extensive experience handling breach of fiduciary duty claims of all types. We represent plaintiffs and defendants in matters involving mismanagement of investment accounts, partnership disputes, trust administration disputes, legal malpractice, and professional misconduct by financial advisors, trustees, executors, lawyers, and other professional fiduciaries. We also represent parties in other situations in which a breach of fiduciary duty may occur, such as disputes between spouses with respect to marital property, and in claims among trusted business associates, partners, and owners of closely held corporations.

Cases involving breach of fiduciary duty claims that we have handled include:

  • Successful defense of claims by a trust beneficiary against a national bank alleging breach of a trust agreement and mismanagement of trust investments.
  • Representation of a client of a national investment management company for breach of fiduciary duty and mismanagement of investments, resulting in a $9.2 million arbitration award, upheld on appeals through the federal district court and the Fifth Circuit Court of Appeals.
  • Successful defense of a national investment brokerage firm in claims by several account holders alleging claims for allegedly unsuitable investments in stocks, mutual funds and annuities.

Other cases we have been involved in that include fiduciary duty issues are described in the Trust and Probate Litigation and Partnership and Joint Venture sections of our Practice Area descriptions.

Please review the information in this website to learn more about our lawyers and our practice, and contact us if you wish to discuss your legal concern.