How Investors Can Recover Harvest Volatility Management Losses

Several brokerage firms have been selling customers a supposedly conservative investment strategy offered through Harvest Volatility Management that apparently wasn’t so conservative after all.  In fact, Harvest engaged in speculative options trading pursuant to a Collateral Yield Enhancement Strategy that resulted in significant losses.  

Multiple brokerage firms – including Morgan Stanley, Fidelity, J.P. Morgan, and Merrill Lynch – sold Harvest as a safe, income-generating strategy.  But in reality, Harvest was trading options aggressively.  

The firms that sold Harvest, of course, had an obligation to accurately represent the products and strategies sold to their clients. They also had an obligation to recommend only suitable investments.  In this case, the brokerage firms that sold Harvest may have breached these obligations.

If you suffered losses in the Collateral Yield Enhancement Strategy offered through Harvest, please contact Morgan & Morgan’s Business Trial Group at 800-816-1031. 

As part of the largest contingency law firm in the nation, the Business Trial Group at Morgan & Morgan helps investors recover their monetary losses on a contingency basis.  If we don’t successfully recover money for you, you won’t owe us anything.

Our attorneys regularly fight for justice against brokerage firms, investment advisory firms, and banks. We have helped investors recover tens of millions of dollars of investment losses.