ADVISOR LAW

Brand Owner (click to sort) Address Description
ADVISORLAW Advisorlaw 2925 PGA Blvd, Ste 204 Palm Beach Gardens FL 33410 ADVISOR LAW;Legal services;
ADVISORLAW AdvisorLaw 3400 Industrial Lane, 10A Broomfield CO 80020 ADVISOR LAW;Assisting, advising, and consulting financial advisors and wealth managers regarding regulatory compliance and employment transitions;
ADVISORLAW AdvisorLaw 3400 Industrial Lane, 10A Broomfield CO 80020 ADVISOR LAW;Providing financial consultation services to financial advisors, wealth advisors and financial professionals;
 

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

   
Technical Examples
  1. An automated retirement plan manager manages the assets of an employee retirement benefits plan on behalf of an employer. The plan manager executes trades on investment vehicles based on instructions from an automated independent investment advisor. The advisor calculates a human capital for each plan participant based on data derived from the employer and from the participant through an interface, and based on that human capital calculation recommends an allocation of portfolio assets to the participant. This recommendation, once presented for review by and perhaps modified by the participant, becomes an instruction to the plan manager. As the participant ages his or her human capital is recalculated, and this is used to determine whether the participant's present portfolio type should now be switched to a more conservative one.