Advocating for the Institutional Investor

Wolf Haldenstein is committed to helping investment managers and trustees protect their funds’ assets and recover losses.  Our comprehensive PORTFOLIO PATROL ™ system, which provides a secure portal to our clients, identifies market developments that may require action by our institutional investor clients, and monitors settlements to ensure that our clients recover all of their potential claims. This valuable, no obligation service is offered to Wolf Haldenstein clients free of charge, affording them the opportunity to more effectively protect their financial interests.


Litigation Monitoring

WHAFH recognizes that institutional investors do not wish to divert resources unnecessarily or take an active role in every case.  Thus, the firm’s philosophy is to work closely with clients when considering litigation, and when appropriate, guide them through litigation process.  Our unique monitoring coupled with our dynamic financial analysis department and case evaluation team, combines decades of professional experience with our secure, highly intuitive PORTFOLIO PATROL ™ software program that matches news and significant potential claim events against client holdings.  Our clients are able to make informed decisions regarding whether to pursue class or derivative litigation, commence individual litigation, or take no action at all.


Settlement Monitoring

PORTFOLIO PATROL ™’s Settlement Monitoring function is intended to alert clients to settlements of pending cases.  This enables the firm to assist our clients in preparing, submitting, and ultimately recovering settlement proceeds in class action cases that have been resolved.  WHAFH has substantial expertise in class action and derivative litigation, as well as a close relationship with third-party settlement administrators, which allows the firm to render substantial assistance to its institutional clients through the settlement process.

 Experience.  Security.  Results.