(888) 637-5510

Written by 7:20 pm Current Investigations

Strategic Wealth & Income Fund – IMH Secured Loan Fund II – Investigation

Strategic Wealth & Income Fund


Investigating Potential Claims in Strategic Wealth & Income Fund

Have you suffered investment losses in Strategic Wealth & Income Fund aka IMH Secured Loan Fund II at the advice of your broker? If so, the securities attorneys of The White Law Group may be able to help you recover your losses by filing a FINRA Dispute Resolution claim against the brokerage firm that sold you the investment.

IMH Holdings, LLC, through its subsidiaries, focuses on acquisition and origination of mini-perm loans and short-term financings for the real estate sector. IMH Holdings, LLC is a subsidiary of IMH Financial Corporation located in Scottsdale, Arizona. The company often raises money through Regulation D Private Placement investments such as Strategic Wealth & Income Fund.

High Risk Real Estate Investments

Investments in real estate debt are complex, high-risk products that often lack liquidity and are meant for sophisticated and institutional investors.

The 6% sales commission plus additional fees that brokers earned for selling Strategic Wealth & Income Fund may have provided some brokers with enough incentive to push the product to unsuspecting investors. Additionally, some brokers may have downplayed the risks associated with the purchase of LLC units and misled investors into thinking that they were “safe” investments.

Broker dealers are required to perform adequate due diligence on any investment they recommend. They must ensure that all recommendations are suitable for the investor. Recommendations should be in line with the investor’s age, risk tolerance, net worth, and investment experience.

Broker dealers that fail to adequately disclose risks or make unsuitable investment recommendations can be held liable for investment losses.

Recovery of Investment Losses in Strategic Wealth & Income Fund

If you have invested in Strategic Wealth & Income Fund and would like to speak to a securities attorney about the potential to recover your investment losses, please call The White Law Group at 1-888-637-5510 for a free consultation.

The White Law Group, LLC is a national securities fraud, securities arbitration, investor protection, and securities regulation/compliance law firm with offices in Chicago, Illinois and Vero Beach, Florida.

To learn more about the firm, please visit www.WhiteSecuritiesLaw.com.



Tags: , , , , , , , , , , , , , , , , , , Last modified: December 12, 2017