Prudent Expert, LLC, 2015


    Luray, VA.      Washington, D.C.


An expert on investment due diligence

and  fiduciary responsibility

Samuel  W.  Halpern-- principal  of Prudent Expert, LLC-- serves as an expert witness in ERISA litigation  and as a nontestifying adviser. 

He combines extensive expertise in  investment due diligence and fiduciary responsibility, including

  • nearly 30 years' experience with investment consulting and acting as an independent ERISA fiduciary to employee benefit plans and other asset pools  
  • 10 prior years of ERISA itigation experience at the U.S. Department of Labor and in private practice.

Experienced with procedural prudence and investment process ‚Äčacross a wide range of traditional and alternative investments, Mr. Halpern is uniquely positioned to assist in building and presenting your case.