Spending your money without clear intentions
Using high cost bank products
Missing out on opportunities to grow your wealth
Simple, transparent and client-first. These are the core pillars of our platform and the guiding principles of our process. This all-in-one solution enables you to explore, discover and take advantage of new possibilities.
Our guided questionnaire will gather helpful information about your unique needs, goals, risk tolerance and time frame.
Once we’ve received your answers, we’ll provide you with a recommended investment model for you to invest your settlement money.
After you’ve selected your investment model, quickly and easily set up your account directly from our platform.
Keep track of your investments via your client portal, set up a payment distribution plan and more as you work towards achieving your investment objectives.
Ready to Make the Most of Your Settlement Money?
In addition to our cost-effective investment services, you will receive access to your own personal online portal where you’ll be able to keep track of your investments and other important confidential financial information.
With complete online access and control, you can invest your money with confidence — all while knowing a dedicated team of advisors is working with your best interests at the forefront.
*All clients are charged one percent of their assets under management (AUM).
Tier 1Minimum $50,000 | Tier 2Over $250,000 | Tier 3Over $1,000,000 | |
| Personalized investment profile. | ✓ | ✓ | ✓ |
| Online account opening and funding. | ✓ | ✓ | ✓ |
| Account transition services. | ✓ | ✓ | ✓ |
| Professionally-managed investment portfolio. | ✓ | ✓ | ✓ |
| Online portal with access to account balances, statements and performance reporting. | ✓ | ✓ | ✓ |
| Educational resources about money management, budgeting and investing. | ✓ | ✓ | ✓ |
| Access to a dedicated financial advisor. | - | ✓ | ✓ |
| Assistance with automatic contribution/withdrawal plans (savings plans). | - | ✓ | ✓ |
Full investment management services:
| - | - | ✓ |
Questions?
As collaborating partners of a nationwide network of settlement consultants, we’re experts in managing assets for individuals in these unique circumstances. Committed to redefining the settlement investment landscape, every member of our team is passionate about delivering a product and solution designed to meet your unique needs and goals.
Settlement Investments Services is powered by NorthCoast Asset Management, a full-service investment firm constructing portfolios for the individual investor. Since 1988, NorthCoast has provided investment management services to thousands of individuals, delivering thoughtful solutions structured to properly balance the risk between portfolio growth and peace of mind. NorthCoast seeks to help clients reach their investment goals. Whether providing investment management to a piece of a portfolio or working together on a long-term financial plan, we aim to deliver valuable advice and institutional-caliber portfolio management services.
Interested?
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The minimum amount to start is $50,000. There is no maximum investment threshold.