Established in 2000, Falk Financial Analysis (formerly known as Finance Outsource) is a leading provider of Securities Account Analysis services for the securities arbitration and litigation community. We specialize in statistical analysis of investment accounts for securities law cases. Our clients are primarily securities attorneys and expert witnesses for both claimants and respondents.

At Falk Financial Analysis, our objective is two-fold. With each project, we seek to combine accurate and comprehensive quantitative analysis with our dedication to making those complex calculations and concepts more accessible. We do this with the understanding that even the most compelling argument that our client has can be lost on a panel or jury without clear, concise exhibits to support it.

Our Commitment To Accuracy

We are committed to providing accurate, high quality calculations. Our proprietary analysis system includes a rigorous series of checks and balances. These are designed to ensure the complete accuracy of the report – they include, but are not limited to, an initial cash balancing of the data followed by a more detailed month by month cash balancing, an audit and comparison of the valuation of all investments received and delivered, a complete balancing of all shares and investment activity, the inclusion of detailed end notes for each schedule in which they may be helpful or necessary, and the final polishing which includes a thorough damages expert review of the report.