Cases / Investment funds & advisory
Imer Gomez
This entry summarizes public reporting and government filings. Charges and civil complaints are allegations unless a court has entered a conviction or judgment — check the source for the current status.
- Company / entity
- K&G Investment Solutions LLC, Helios Venture Capital Group LLC, Helios Venture Fund LLC
- Industry
- Stock market investing through "personalized portfolios"
- How investors were recruited
- More than 400 investors, many in the San Antonio area; news reports say he targeted blue-collar workers with little investing experience.
- Pitch & red flags
- Promised high returns with funds held in "personalized portfolios" invested in the stock market; sent fake account statements showing rapid growth
Pitch phrases from this case
Source
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