Habersham Capital

Are Your Investments Socially Responsible?

How do you define socially responsible investing? It is not a new phenomenon and dates back to the mid-1700s.
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The History of Life Insurance and Life Settlements

While life insurance dates back to the early Roman empire with its relatively simple structures for “burial clubs”, the practice of monetizing a life insurance policy before maturity began with the 1911 Supreme Court ruling by Justice Oliver Wendell Holmes, Jr.
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Consumer Advocate - Justice Holmes

In his 1911 landmark U.S. Supreme Court opinion, Justice Oliver Wendell Holmes, Jr. declared the protected rights of U.S. citizens to sell one of their most valuable personal investments... a life insurance policy. This historic ruling, and subsequent U.S. court rulings, have protected U.S. consumers' rights to realize value and liquidity in their life insurance investment through transactions known as "life settlements".
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Simplicity is the Ultimate Sophistication - Leonardo Da Vinci

In a world of over-synthesized, derivative-based investment products concocted by Wall Street, it sometimes takes a reflection on the thoughtful genius of a Da Vinci to eliminate the confusion of boxes and arrows in pitch books.
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The Only Two Certainties in Life are Death and Taxes. - Benjamin Franklin

While mortality is certain, it is never an easy issue to address... but many types of service providers must deal with the delicate issue of mortality on a daily basis, including those in life insurance related businesses. As for taxes related to life insurance settlements, they too are reasonably certain... in most circumstances.
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Habersham.
A Trusted Name In Life Insurance-Linked Investments.

Habersham Capital Management

Habersham Capital Management, LLC is a State of Georgia Registered Investment Advisor engaged in financial consulting and asset management services for alternative asset class investments including insurance-linked securities.

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Habersham Funding

Habersham Funding, LLC is engaged in the sourcing, underwriting, purchase, sale and servicing of secondary-market life insurance policies commonly referred to as "life settlements".

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Habersham Education Center

Learn about insurance-linked investments through our Education Center with informative tutorials, investor briefs, and our virtual library of related publications.

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