Market-based settlement assets allow a portion of a client’s financial settlement or your attorney fees to be invested in mutual funds–such as those offered by Vanguard or Fidelity. They are invested in these mutual funds to capitalize on market growth and inflation protection, and as an alternative to traditional fixed-income annuities or lump-sum settlements.

Funds are held in a structured settlement trust, separate from the injured party’s personal assets. The claimant or attorney does not have direct access to these funds. A third-party financial planner or the mutual fund company manages the assets on behalf of the trust. Portfolio adjustments can be made up to twice per year.

Note: Additional information on market-based settlement assets can be found here.