The attorney's fee or claimant's settlement award will be invested by Havelet in one of several investment portfolios designed by leading global investment firms. The client will select the most appropriate portfolio for their circumstances, based on advice from a licensed adviser. Clients may utilize their personal investment advisor provided certain requirements can be met.
These portfolios run the spectrum of risk and range from conservative, traditional strategies to more aggressive alternative arrangements. Please note that once an investment objective has been selected, it cannot be altered.
Online access is available to view the portfolio and monitor its performance.