ESTABLISHING ADMINISTERING MUTUAL FUNDS

Brand Owner Address Description
COMMON SENSE. UNCOMMON SOLUTIONS. PRINCIPAL FUNDS DISTRIBUTOR, INC. 1100 INVESTMENT BOULEVARD EL DORADO HILLS CA 957625710 Establishing and administering mutual funds for others; mutual fund brokerage, mutual fund distribution and investment of funds for others; maintaining mutual fund investment and fund investment accounts; funds investment; funds investment consultation; investment advice; financial portfolio management; financial planning services; providing an Internet website containing information related to the foregoing services;
 

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.