Professionally-managed mutual funds
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How it works
Investment options
Compare every option
Mutual funds, model portfolios, and advisor-managed accounts, with the details that set them apart.
| method | Mix | Description |
|---|---|---|
Settlements Plus (SP)Managed portfolios from North Coast Asset Management Talk to a Consultant | ||
| Balanced | 50% stock / 50% bond | Equal growth and income; suited to a 5-10 year horizon. |
| Strategic Growth | 70% stock / 30% bond | Grows assets with moderate income; suited to a 10-20 year horizon. |
| Aggressive Growth | 90% stock / 10% bond | Built for long-term growth; suited to a 20+ year horizon. |
Settlements Plus (SP)Advisor managed Set up a call with your Advisor | ||
| Advisor selects | per Advisor | An advisor of your choosing manages the account under an Investment Policy Statement that can be updated as needs change. |
Market-based investments involve risk, including potential loss, and returns are not guaranteed. Tax treatment depends on the nature of the underlying claim, terms of the structure and individual circumstances. Consult qualified tax, legal and financial professionals.
Common Questions
Questions about Settlements Plus
Who manages the investments?
Either the claimant's own financial advisor or North Coast. The portfolio follows an agreed Investment Policy Statement, which can be updated up to twice a year.
Why defer payments for 15 to 20 years?
Longer deferral lets the account move through multiple market cycles, so short-term swings matter less.
Are Settlements Plus payments tax-free?
Physical injury payments under IRC 104(a)(1) or 104(a)(2) are tax-free. Payments on non-physical injury cases are tax-deferred and taxed as ordinary income in the years they are paid.