CONSULTANCY SERVICES INVESTMENT MANAGEMENT INVESTMENT

Brand Owner Address Description
ASSET PLANNING, INC. FINANCIAL PLANNING & ASSET MANAGEMENT AP Asset Planning, Inc. 10833 Valley View Street, Suite 470
Los Alamitos CA 90630
Annuity services, account and investment administration; ...
 

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

   
Technical Examples
  1. A metric, Investment Participation at Cost (IPAC) has been developed to determine the amount of money working in an investment vehicle. IPAC has particular application in a complex, private equity investment vehicle. Using IPAC, an investor can get a repeatable, readily understood indication of the amount of working money left in an investment. Further using IPAC, the investor, financial advisor or other interested party can, based on the money still working in any one or more investments, better determine the overall risk profile of an investment portfolio. An investment portfolio can be changed based on the risk profile as so determined.