>Institutional Investors

HBSS offers institutional investors a unique service to help monitor and track changes in investments. The monitoring program used by HBSS allows the firm to deliver clients four important reports. These include:

  1. Stock value reports depicting which investments are dropping during a trading day,
  2. New securities cases filed that directly impact clients' investments,
  3. New settlements that effect clients and deadlines for filing a claim, and
  4. Lead plaintiff deadlines.

When an investor signs up for monitoring with HBSS we work directly with the client's custodian to obtain electronic transaction level data. HBSS then tracks all future investment transactions and monitors for significant changes, cases and settlements.

As cases are filed involving the client's investments, HBSS analyzes the size of the client's loss, the severity of the alleged fraud, and the merit of any legal claim. Based on this information and decades of experience, HBSS is able to recommend whether a client should pursue a case.

The institutional investor monitoring program at HBSS is something the firm offers to any institutional investor at no charge. By providing investors with guidance and a consistent legal eye on account activity HBSS can recommend cases worth pursuing for lead plaintiff appointment and those which won't serve the best interests of the client.

If you are interested in setting up a monitoring account with HBSS, please contact us at our firm's headquarters in Seattle at (206) 623-7292 or info@hbsslaw.com.

Institutional Investors