FUNDS INVESTMENT SERVICES

Brand Owner (click to sort) Address Description
A SHARP EYE FOR WINNERS Kobrick-Cendant Funds, Inc. 101 Federal Street Boston MA 02110 FUNDS INVESTMENT SERVICES;
ABC INVESTMENT PLAN U.S. GLOBAL INVESTORS, INC. 7900 Callaghan Rd. San Antonio TX 78229 funds investment services;INVESTMENT PLAN;
ABC SAVINGS PLAN United Services Funds P.O. Box 29467 San Antonio TX 782290467 funds investment services;SAVINGS PLAN;
AERIF MONTE-PERINI, RANDOLPH 532 N.E. 195th Street North Miami Beach FL 33179 funds investment services;
ALL WEATHER ALTERNATIVE INVESTMENT SOLUTIONS VIDENT FINANCIAL 1125 Sanctuary Parkway, Suite 515 Alpharetta GA 30009 Funds investment services; financial and investment advisory and consultation services; hedge fund investment services;ALTERNATIVE INVESTMENT SOLUTIONS;
ARIF MONTE-PERINI, RANDOLPH 532 N.E. 195th Street North Miami Beach FL 33179 funds investment services;
BOZANO BANCO BOZANO, SIMONSEN S.A. Av. Rio Branco, 138 sub-solo, sobreloja 2 ao 9 pavimento Rio de Janeiro Brazil Funds investment services, financial investment services in the field of real estate and securities, investment management, corporate financing, administration of employee benefit plans and pensions, annuity and life insurance underwriting, investment brokerage, foreign currency exchange, mortgage lending, loan financing, and leasing of real estate;
BOZANO SIMONSEN BANCO BOZANO, SIMONSEN S.A. Av. Rio Branco, 138 sub-solo, sobreloja 2 ao 9 pavimento Rio de Janeiro Brazil Funds investment services, financial investment services in the field of real estate and securities, investment management, corporate financing, administration of employee benefit plans and pensions, annuity and life insurance underwriting, investment brokerage, foreign currency exchange, mortgage lending, loan financing, and leasing of real estate;
CONSCIENCE PORTFOLIOS VIDENT FINANCIAL 1125 Sanctuary Parkway, Suite 515 Alpharetta GA 30009 Funds investment services; financial and investment advisory and consultation services; hedge fund investment services; trading of exchange traded funds, equities, bonds, commodities, securities options, futures, derivatives, and debt instruments; financial services, namely, coordination within a separately managed account (SMA) or unified managed account (UMA), of an investment portfolio's maintenance, trading, rebalancing, and tax management needs;Business consulting and information services; providing and updating a financial index; compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; providing a financial index in the nature of quantitative measurements for analyzing investor attitudes; providing and updating a financial index of securities values and classification, analysis, and reporting thereof; providing financial indices of select equities, stocks and bonds to enable consumers to evaluate investments and market trends in the securities markets;PORTFOLIOS;
ENERGY VALLEY FUNDS Schroeder, Art 526 Little John Lane Houston TX 77024 Funds investment services, namely, investment of funds for others in the field of energy production;FUNDS;
ENERGY VALLEY LABS Schroeder, Art 526 Little John Lane Houston TX 77024 Funds investment services, namely, investment of funds for others in the field of energy production;LABS;
HELPING INVESTORS WEATHER THE STORM VIDENT FINANCIAL 1125 Sanctuary Parkway, Suite 515 Alpharetta GA 30009 Funds investment services; financial and investment advisory and consultation services; hedge fund investment services;
HIGHGATE Highgate Ventures I.L.P. 251 Riverside Avenue Westport CT 06880 Funds investment services;HIGH GATE;
K Kobrick-Cendant Funds, Inc. 101 Federal Street Boston MA 02110 FUNDS INVESTMENT SERVICES;FUNDS;
KOBRICK-CENDANT FUNDS Kobrick-Cendant Funds, Inc. 101 Federal Street Boston MA 02110 FUNDS INVESTMENT SERVICES;FUNDS;
LONG-TERM INVESTING IN A SHORT-TERM WORLD Zurich Kemper Investments, Inc. 222 South Riverside Plaza Chicago IL 60606 funds investment services; investment advice; investment brokerage; funds investment consultation;LONG-TERM INVESTING;
MAP MAP ROYALTY, INC 5 Palo Alto Square, Suite 700 3000 El Camino Real Palo Alto CA 94306 Funds investment services;
NARRATIVE CAPITAL Narrative Capital Partners 232 Madison Avenue, 10th Floor New York NY 10016 Funds investment services; financing and loan services; investment advisory services;CAPITAL;
NEWSMITH NewSmith LLP Lansdowne House, United Kingdom Funds investment services; financial fund management and financial asset management for investors; provision of information, advice and consultancy in relation to all the foregoing services;NEW SMITH;
NEWSMITH CAPITAL NewSmith LLP Lansdowne House, United Kingdom Funds investment services; financial fund management and financial asset management for investors; provision of information, advice and consultancy in relation to all the foregoing services;NEW SMITH CAPITAL;CAPITAL;
NEWSMITH CAPITAL NewSmith Capital Partners LLP Lansdowne House 57 Berkeley Square London W1J 6ER United Kingdom Funds investment services; financial fund management and financial asset management for investors; provision of information, advice and consultancy in relation to all the foregoing services;NEW SMITH CAPITAL;CAPITAL;
NORTHERN TRUST PRIVATE INVESTMENT FUNDS NORTHERN TRUST CORPORATION 50 S. LaSalle Street Chicago IL 60603 funds investment services;PRIVATE INVESTMENT FUNDS;
OPTIFUNDPREFERENCE PlanMember Financial Corporation 6187 Carpinteria Avenue Carpinteria CA 93013 Funds investment services, namely, administration and advisory services in the field of mutual fund investments; financial services, namely, mutual fund brokerage, mutual fund distribution, and mutual fund investment;OPTI FUND PREFERENCE;
OPTIFUNDSELECT PlanMember Financial Corporation 6187 Carpinteria Avenue Carpinteria CA 93013 Funds investment services, namely, administration in the field of mutual fund investments; financial services, namely, mutual fund brokerage, mutual fund distribution and mutual fund investment;OPTIFUND SELECT;
PPTY VIDENT FINANCIAL 1125 Sanctuary Parkway, Suite 515 Alpharetta GA 30009 Funds investment services; real estate funds investment services; financial and investment advisory and consultation services;Providing and updating a financial index; Providing and updating a financial index of real estate investment securities; compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; providing a financial index in the nature of quantitative measurements for analyzing investor attitudes; providing and updating a financial index of securities values and classification, analysis, and reporting thereof; providing financial indices of select bonds to enable consumers to evaluate investments and market trends in the bond and securities market;
PPTY-U.S. DIVERSIFIED REAL ESTATE ETF VIDENT FINANCIAL 1125 Sanctuary Parkway, Suite 515 Alpharetta GA 30009 Funds investment services; real estate funds investment services; financial and investment advisory and consultation services;DIVERSIFIED REAL ESTATE ETF;
PPTYX VIDENT FINANCIAL 1125 Sanctuary Parkway, Suite 515 Alpharetta GA 30009 Funds investment services; real estate funds investment services; financial and investment advisory and consultation services;Providing and updating a financial index; Providing and updating a financial index of real estate investment securities; compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; providing a financial index in the nature of quantitative measurements for analyzing investor attitudes; providing and updating a financial index of securities values and classification, analysis, and reporting thereof; providing financial indices of select bonds to enable consumers to evaluate investments and market trends in the bond and securities market;
PRINCIPLES BASED INVESTING VIDENT FINANCIAL 1125 Sanctuary Parkway, Suite 515 Alpharetta GA 30009 Funds investment services; financial and investment advisory and consultation services; hedge fund investment services; trading of exchange traded funds, equities, bonds, commodities, securities options, futures, derivatives, and debt instruments ; financial services, namely, coordination within a separately managed account (SMA) or unified managed account (UMA), of an investment portfolio's maintenance, trading, rebalancing, and tax management needs;Business consulting and information services; providing and updating a financial index; compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; providing a financial index in the nature of quantitative measurements for analyzing investor attitudes; providing and updating a financial index of securities values and classification, analysis, and reporting thereof; providing financial indices of select equities, stocks and bonds to enable consumers to evaluate investments and market trends in the securities markets;INVESTING;
TAPESTRY SELECTS TAPESTRY ASSET MANAGEMENT 116 Village Boulevard, Suite 200 Princeton NJ 08540 Funds investment services;SELECTS;
UNGD United States Commodity Funds Suite 640 1850 Mt. Diablo Blvd. Walnut Creek CA 94596 Funds investment services;UN GD;
USABF United States Commodity Funds Suite 640 1850 Mt. Diablo Blvd. Walnut Creek CA 94596 Funds investment services;
USGO United States Commodity Funds Suite 640 1850 Mt. Diablo Blvd. Walnut Creek CA 94596 Funds investment services;US GO;
VIDENT CORE INTERNATIONAL EQUITY INDEX VIDENT FINANCIAL 1125 Sanctuary Parkway, Suite 515 Alpharetta GA 30009 Funds investment services;Business consulting and information services; providing and updating a financial index; compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; providing a financial index in the nature of quantitative measurements for analyzing investor attitudes; providing and updating a financial index of securities values and classification, analysis, and reporting thereof; providing financial indices of select equities and stocks to enable consumers to evaluate investments and market trends in the equities and securities market;CORE INTERNATIONAL EQUITY INDEX;
VIDENT CORE U.S. BOND FUND VIDENT FINANCIAL 1125 Sanctuary Parkway, Suite 515 Alpharetta GA 30009 Funds investment services;CORE U.S. BOND FUND;
VIDENT CORE U.S. BOND INDEX VIDENT FINANCIAL 1125 Sanctuary Parkway, Suite 515 Alpharetta GA 30009 Funds investment services;Providing and updating a financial index; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Providing a financial index in the nature of quantitative measurements for analyzing investor attitudes; Providing and updating a financial index of securities values and classification, analysis, and reporting thereof; Providing financial indices of select bonds to enable consumers to evaluate investments and market trends in the bond and securities market;CORE U.S. BOND INDEX;
VIDENT CORE U.S. BOND INDEX VIDENT FINANCIAL 1125 Sanctuary Parkway, Suite 515 Alpharetta GA 30009 funds investment services;Business consulting and information services; providing and updating a financial index; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Providing a financial index in the nature of quantitative measurements for analyzing investor attitudes; Providing and updating a financial index of securities values and classification, analysis, and reporting thereof; Providing financial indices of select bonds to enable consumers to evaluate investments and market trends in the bond and securities market;CORE U.S. BOND INDEX;
VIDENT CORE U.S. BOND STRATEGY ETF VIDENT FINANCIAL 1125 Sanctuary Parkway, Suite 515 Alpharetta GA 30009 Funds investment services;CORE U.S. BOND STRATEGY ETF;
VIDENT CORE U.S. BOND STRATEGY INDEX VIDENT FINANCIAL 1125 Sanctuary Parkway, Suite 515 Alpharetta GA 30009 Funds investment services;Providing and updating a financial index; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Providing a financial index in the nature of quantitative measurements for analyzing investor attitudes; Providing and updating a financial index of securities values and classification, analysis, and reporting thereof; Providing financial indices of select bonds to enable consumers to evaluate investments and market trends in the bond and securities market;CORE U.S. BOND STRATEGY INDEX;
VIDENT CORE U.S. EQUITY FUND VIDENT FINANCIAL 1125 Sanctuary Parkway, Suite 515 Alpharetta GA 30009 Funds investment services;CORE U.S. EQUITY FUND;
VIDENT CORE U.S. EQUITY INDEX VIDENT FINANCIAL 1125 Sanctuary Parkway, Suite 515 Alpharetta GA 30009 Funds investment services;Providing and updating a financial index; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Providing a financial index in the nature of quantitative measurements for analyzing investor attitudes; Providing and updating a financial index of securities values and classification, analysis, and reporting thereof; Providing financial indices of select bonds to enable consumers to evaluate investments and market trends in the bond and securities market;CORE U.S. EQUITY INDEX;
VIDENT CORE U.S. STOCK INDEX VIDENT FINANCIAL 1125 Sanctuary Parkway, Suite 515 Alpharetta GA 30009 funds investment services;Business consulting and information services; providing and updating a financial index; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Providing a financial index in the nature of quantitative measurements for analyzing investor attitudes; Providing and updating a financial index of securities values and classification, analysis, and reporting thereof; Providing financial indices of select equities and stocks to enable consumers to evaluate investments and market trends in the equities and securities market;CORE U.S. STOCK INDEX;
VIDENT FINANCIAL VIDENT FINANCIAL 1125 Sanctuary Parkway, Suite 515 Alpharetta GA 30009 Funds investment services; financial and investment advisory and consultation services;Providing and updating a financial index; compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; providing a financial index in the nature of quantitative measurements for analyzing investor attitudes; providing and updating a financial index of securities values and classification, analysis, and reporting thereof; providing financial indices of select bonds to enable consumers to evaluate investments and market trends in the bond and securities market;FINANCIAL;
VIDENT INTERNATIONAL EQUITY FUND VIDENT FINANCIAL 1125 Sanctuary Parkway, Suite 515 Alpharetta GA 30009 Funds investment services;INTERNATIONAL EQUITY FUND;
VIDENT INTERNATIONAL EQUITY INDEX VIDENT FINANCIAL 1125 Sanctuary Parkway, Suite 515 Alpharetta GA 30009 Funds investment services;INTERNATIONAL EQUITY INDEX;
 

Where the owner name is not linked, that owner no longer owns the brand

   
Technical Examples
  1. Described herein is method of managing an investment portfolio having a plurality of investment funds, said managing method comprising establishing an allocation of assets among said investment funds and rebalancing said investment funds substantially back to said allocation on a periodic basis. Also described is a method wherein the rebalancing back to the allocation is initiated in response to a transaction, such as a withdrawal loan issue, or change in allocation, in one or more of the funds.