At C/P/R, our goal is to provide clients with all of the relevant facts and legal options to enable the client to pursue the most effective course of action.

Securities Monitoring: The Basics

To keep our clients up to date with litigation that can impact their portfolio, C/P/R provides a Portfolio Monitoring System at no cost and no obligation. In conjunction with the client's custodial bank and in strict confidence, we monitor their portfolio, inform them of pending and potential securities litigation, and advise them of each case.

C/P/R monitors our client's transactions on an ongoing basis to determine if the clients have any potential recovery in pending or potential cases. The clients have direct access to this information online through a secure website. Based on our evaluation of each client's holdings, we will make recommendations regarding current or proposed litigation. Of course, it is the client's decision whether to proceed in any matter, on a case-by-case basis.

Fiduciary Responsibility and How Monitoring Assists Our Client

Portfolio monitoring provides critical information regarding settled cases. Through our Portfolio Monitoring System, C/P/R advises clients of any settlement in which they may participate. This allows our clients to ensure that their custodians submit settlement claim forms in a timely fashion, which can result in significant recoveries for the client's portfolio.

For new cases and cases under investigation, monitoring provides clients with data regarding how they have been affected, and gives them the information to decide whether they should take an active role.