PKoetting & Associates, formerly known as Trading Statistics & Analysis, was established in 1993 to provide statistical analysis of investment accounts for securities attorneys and expert witnesses for claimants and respondents.
We provide a complete and accurate analysis of the activity and results of an investment account by transforming volumes of data from account statements into a format that is concise, instructive and customized to the issues of each account. We are experienced in analyzing virtually all investment vehicles, including stocks, bonds, options, mutual funds, annuities, structured products and commodities.
Our team of qualified analysts has worked together for over 25 years and has over 60 years of combined experience. Our proprietary system has numerous internal accounting checks to ensure accuracy. It is also extremely flexible, allowing us to cater to individual requests and to tailor the content and format to address specific needs and preferences. As each case has its own unique set of issues, we work with the attorneys and experts to customize our basic analysis into more focused schedules and exhibits. We can analyze and sort data in any format that you require, including the preparation of model portfolios.
With 33 years experience in this particular field, our client base includes some of the top securities experts, lawyers and securities firms in the industry. We would be happy to provide references upon request.