M. A. Bernstein & Company
	Clientele

Financial Institutions

Our clientele includes firms in these businesses:

• stock exchange
• stock brokerage
• mutual fund
• savings institution
• insurance company
• real estate brokerage
• real estate investment

Companies engaged in these businesses are subject to distinctive loss due to the intangible nature of the service provided:

• manipulation of financial instruments
• mistakes in calculation
• errors in allocation
• failure to maintain mandated investment ratios
• loss arising from:
  • statements made by company representatives
  • misrepresentation
  • libel and slander
  • failure to provide appropriate advice
  • lack of timelines
  • failure to service
  • failure in compliance supervision

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