AUTOMATIC INVESTMENT FUNDS

Brand Owner (click to sort) Address Description
FLEXIBLE REINVESTMENT PROGRAM SCOTTRADE, INC. 700 Maryville Centre Drive Saint Louis MO 63141 automatic investment of funds for others;REINVESTMENT PROGRAM;
FRIP SCOTTRADE, INC. 700 Maryville Centre Drive Saint Louis MO 63141 automatic investment of funds for others;
 

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.