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Articles Tagged with Vida Longevity Fund investments

SSEK Investigates Claims That Charles Schwab Recommended Advisory Firms Market Vida Longevity Fund To Customers

Published on: July 19, 2021 | by Shepherd Smith Edwards & Kantas, LLP

Charles Schwab Should Have Known RIAs Were Promoting the Fund

Shepherd Smith Edwards and Kantas (SSEK Law Firm at investorlawyers.com) is looking into losses suffered by Vida Longevity Fund, LP investors. Many investors were recommended this open-ended hedge fund by Creative Planning, Pin Oak Investment Advisors, or other registered investment advisors (RIAs) that Charles Schwab Corporation referred them to.

While it is not uncommon for Schwab to recommend RIAs to clients, the broker-dealer either knew or should have known that these firms were marketing the Fund to customers.

Brokers Who Sold Vida Longevity Fund Investments May Have Made Misrepresentations and Omissions

Published on: October 12, 2020 | by Shepherd Smith Edwards & Kantas, LLP

Investors Lose Money After VLF Hedge Fund Loses Value

If you are someone who has suffered significant losses from investing in the Vida Longevity Fund, LP (VLF), you may have a reason for pursuing an investment fraud case against the broker or financial advisor that sold you this investment.

Unfortunately, this open-ended hedge fund, which is a Delaware limited partnership that invests primarily in longevity-contingent assets, including senior life settlements, has experienced a substantial decline in value. The market turbulence created by COVID-19 earlier this year didn’t help.