PPA Testimonials
Portfolio
Performance
Analysis
"The law firm of Sommers, Schwartz, Silver & Schwartz, P.C. has used the services of Patrice Stewart and Portfolio Analysis, Inc. on a number of occasions and in each instance has been very well pleased with the responsiveness and quality of the work. The analyses performed have been thorough, understandable, and comprehensive. Ms. Stewart's testimony has been convincing and her impeccable credentials give solid weight and credibility to her opinions. She and her company have been instrumental in our ability to achieve favorable settlements and awards on behalf of our clients."
Sommers, Schwartz, Silver & Schwartz - Southfield, MI
"PPA's analysis was clear, concise and persuasive. PPA did an outstanding job in a most timely fashion and for a very reasonable fee. Rest assured, our law firm will retain PPA again."
Westmoreland & Crain - Houston, TX
"I have been conducting securities litigation and handling securities arbitration cases for many years. Over the past three years, I have arbitrated several cases involving allegations of churning and excessive trading relating to accounts that reflect large numbers of transactions over an extended period of time. I have supplied your firm with extensive account information on these cases, and you have prepared account analyses which break down the trading both chronologically and by individual security. Your reports have included profit-and-loss calculations, turnover ratios, cost-equity ratios, and other relevant information. Your information has been well presented and timely prepared, and your fees are reasonable. I have successfully used your reports and expert witness testimony in several cases, and I look forward to dealing with your firm in the future."
Driggers, Schultz &
Herbst - Troy, MI
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