Services Offered

The Shareholders Foundation provides complete portfolio monitoring for large fund, proprietary trading firms, hedge funds, and portfolio managers. We offer the a complete solution to class action monitoring and settlement claim filing services.

The Shareholders Foundation with its proprietary Alert Engine® offers a one-of-a-kind solution to class action monitoring that is completely unique. We built the Alert Engine from the ground up to monitor and class actions and their resulting settlements.

The Shareholders Foundation is able to offer a complete solution for portfolio monitoring to claim filing and settlement recovery.

The process is simple:

  1. Submit your portfolio for monitoring and review. We do all the heavy lifting for you. We constantly monitor each company and each case for new filings and updates, judgments and settlements.

  2. We notify you of any existing or pending actions that might affect your portfolio, including real-time estimated profits, losses and potential recovery amounts. We make sure each investment is reviewed so that any additional options are presented to you.

  3. Upon case settlement we prepare, and file the claim for you using a proprietary claim processing system, that delivers the maximum awards possible. The result is the highest net return for you investment.

The Shareholders Foundation will ensure that you maximize your settlement claim. We'll worry about the monitoring, claim processing, and recovery so you can spend more time managing your funds.

Shareholders Foundation Portfolio Types Product Comparison

See what our Alert Engine® and claim filing services can do for you.




Individual Investor




Professional Investor

Class Action Portfolio Monitoring
Manage unlimited number of companies or investments
Unlimited case and company notifications
Real-time profit and loss calculation by investment
Real-time profit and loss for entire portfolio
Access to your estimated losses in the class period
Access to your investment time-line with class period overlays
Unlimited access to case, and investigation information
Portfolio export to csv or other formats
Data entry and management by Shareholders Foundation  
Settlement Claim Filing Services
Class action settlement notification
Access to settlement documents (notice, proof)
Access to your estimated settlement recovery
Precise settlement recognized loss calculation
 
Confirm loss amount with the settlement administrator
 
Complete management of deficiencies and rejections
 
Settlement award confirmation and delivery
 

*Professional Investor are but are no limited to; Institutional Investors, Professional Money Managers, Hedge Fund Administrators, Brokers, Pension Fund Managers, etc.