ESTABLISHING MUTUAL FUNDS OTHERS

Brand Owner (click to sort) Address Description
ALLIED ESQUIRE Plaintiff Funding Corporation Suite 1110 26 Court Street Brooklyn NY 11242 Establishing mutual funds for others; Funds investment; Hedge fund investment services; Investment of funds for others; Mutual fund investment; Mutual funds and capital investment;
CG CORE BALANCED FUND Morse, Robert P. 860 United Nations Plaza, Apt. 8B New York NY 10017 Establishing mutual funds for others; mutual fund investment; financial investment advisory services;CORE BALANCED FUND;
CG FUNDS TRUST Morse, Robert P. 860 United Nations Plaza, Apt. 8B New York NY 10017 Establishing mutual funds for others; mutual fund investment; financial investment advisory services;FUNDS TRUST;
CHEETAH FUND Jimenez, Javier R. 285 S.200 East Washington UT 84780 Establishing mutual funds for others; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Fund investment consultation; Funds investment; Investment of funds; Investment of funds for others; Management of a capital investment fund; Mutual fund advisory services; Mutual fund analysis services; Mutual fund development services; Mutual fund investment; Mutual fund planning services; Mutual funds and capital investment;FUND;
DEFENSIVE MARKET STRATEGIES GUIDESTONE FINANCIAL RESOURCES OF THE SOUTHERN BAPTIST CONVENTION 5005 LBJ Freeway, Suite 2200 Dallas TX 75244 Establishing mutual funds for others; Funds investment; Mutual fund investment;MARKET STRATEGIES;
DO WELL. DO RIGHT. DO MORE. GUIDESTONE FINANCIAL RESOURCES OF THE SOUTHERN BAPTIST CONVENTION 5005 LBJ Freeway, Suite 2200 Dallas TX 75244 Establishing mutual funds for others; funds investment; mutual fund investment; investment of funds for others; financial services, namely, directly and indirectly providing investment and employee benefit programs, namely, administering retirement, deferred compensation and severance pay plans and programs; underwriting and administration of medical, dental, disability, life, accident and property and casualty insurance; investment of funds for others, namely, participants and their dependents; and administration of benefit plans designed to provide additional financial resources to individuals with limited financial resources and special needs;
ELEMENTUM Elementum Holdings 155 N. Wacker Drive, Suite 1750 Chicago IL 60606 Establishing mutual funds for others; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial investment in the field of trading and investing in financial instruments linked to natural event risk including catastrophe bonds, collateralized reinsurance investments, industry loss warranty contracts, exchange-traded derivatives, hedge funds and mutual funds; Financial risk management; Hedge fund investment services; Mutual fund brokerage; Mutual fund investment;The English translation of ELEMENTUM in the mark is ELEMENT.;
ENTREPRENEURA Entrepreneura Capital 175 Federal Street, Suite 875 Boston MA 02110 Establishing mutual funds for others; Financial advisory and consultancy services, namely, featuring the structuring, distribution, management and administration of investments, namely, target date funds, exchange traded funds; Financial advisory and consultancy services, namely, featuring exchange-traded funds; Financial advisory and consultancy services, namely, featuring exchange-traded funds and separately managed accounts for others; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, funding online cash accounts from prepaid cash cards, bank accounts and credit card accounts; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, raising money for the hedge funds of others; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Fund investment consultation; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Intellectual property venture fund development and formation services for others; Intellectual property venture fund management services; Investment of funds; Investment of funds for others; Investment of funds for others in the fields of exchange-traded funds; Management of private equity funds; Mutual fund brokerage; Mutual fund distribution; Mutual funds and capital investment; Private equity fund investment services; Private placements of hedge funds, private equity funds, securities and derivatives for others; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Real estate funds investment services; Venture capital funding services to emerging and start-up companies; Broker-dealer financial services in the field of exchange-traded fund brokerage, exchange-traded fund distribution, exchange-traded fund investment; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Fundraising for others for the purpose of purchasing companies; Fundraising services by means of organizing, arranging and conducting fundraising programs for the benefit of schools and non-profit organizations; Fundraising services by means of sharing profits from the sale of socially responsible products with not-for-profit organizations, schools, and civic groups; Hedge fund investment services; Investment management in the fields of exchange-traded funds; Investment management in the fields of exchange-traded funds and separately managed accounts for others; Investment management in the fields of mutual fund brokerage, mutual fund distribution; Management of a capital investment fund; Mutual fund investment; Providing a web site featuring the ratings, reviews and recommendations on stocks, bonds, mutual funds and other financial instruments posted by users;
FUNDEX Silver Mango 128 South Tejon Suite 150 Colorado Springs CO 80903 Establishing mutual funds for others; Funds investment; Mutual fund investment;FUND EXCHANGE;
HALLMARK FUNDS Reserve Management Corporation 1250 Broadway New York NY 10001 establishing mutual funds for others; mutual funds brokerage; mutual fund distribution; mutual fund investment, investment advisory services and investment account management services;FUNDS;
INDEX FUNDS The Willis Group, Inc. Suite 111 1155 Kelly Johnson Blvd Colorado Springs CO 80920 Establishing mutual funds for others; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Investment of funds for others; Management of a capital investment fund; Mutual fund distribution; Mutual fund investment; Mutual funds and capital investment;
LATTICE LATTICE STRATEGIES 101 Montgomery Street, 27th Floor San Francisco CA 94104 Establishing mutual funds for others; Financial advice; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial asset management; Financial information and advisory services; Financial investment analysis and stock research; Financial portfolio management; Financial risk management; Financial services, namely, wealth management services; Investment advice; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Mutual fund advisory services;
LATTICE STRATEGIES LATTICE STRATEGIES 101 Montgomery Street, 27th Floor San Francisco CA 94104 Establishing mutual funds for others; Financial advice; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial asset management; Financial information and advisory services; Financial investment analysis and stock research; Financial portfolio management; Financial risk management; Financial services, namely, wealth management services; Investment advice; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Mutual fund advisory services;STRATEGIES;
LEADER CAPITAL CORP Leader Capital Corporation 315 W Mill Plain Blvd, Suite 204 Vancouver WA 98660 Establishing mutual funds for others; Mutual fund development services; Mutual fund investment;
LIQUIDALPHA Bandon Capital Management 317 SW Alder St. #1110 Portland OR 97204 Establishing mutual funds for others; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Funds investment; Hedge fund investment services; Investment of funds for others;LIQUID ALPHA;
OPPORTUNITIES WITH LIQUIDITY New Millennium Macro 3rd Floor 312 Arizona Avenue Santa Monica CA 90401 Establishing mutual funds for others; Mutual fund development services; Mutual fund investment; Mutual fund planning services; Exchange traded funds management;LIQUIDITY;
OWLSHARES New Millennium Macro 3rd Floor 312 Arizona Avenue Santa Monica CA 90401 Establishing mutual funds for others; Mutual fund development services; Mutual fund investment; Mutual fund planning services; Exchange traded funds management;OWL SHARES;
OWLSHARES New Millennium Macro 3rd Floor 312 Arizona Avenue Santa Monica CA 90401 Establishing mutual funds for others; Mutual fund development services; Mutual fund investment; Mutual fund planning services; Exchange traded funds management;
PEACOCK FUND Javier R. Jimenez 285 S.200 East Washington UT 84780 Establishing mutual funds for others; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Fund investment consultation; Funds investment; Investment of funds; Investment of funds for others; Mutual fund advisory services; Mutual fund analysis services; Mutual fund brokerage; Mutual fund development services; Mutual fund distribution; Mutual fund investment; Mutual fund planning services; Mutual funds and capital investment;FUND;
PORTFOLIO GENETICS Franklin Resources, Inc., One Franklin Parkway San Mateo CA 944031906 Establishing mutual funds for others; Financial analysis; Financial asset management; Financial consulting; Financial due diligence; Financial information; Financial portfolio analysis services; Financial portfolio analysis services; Financial portfolio management; Financial portfolio management; Financial research; Financial risk assessment services; Financial risk management; Funds investment; Investment management; Mutual fund advisory services; Mutual fund analysis services; Mutual fund investment. Mutual fund investment; Providing an on-line computer database in the field of stock/securities market information; Providing an on-line searchable database featuring financial information about risk management, financial information, financial management, investment management and financial portfolio construction;PORTFOLIO;
PRIMARK PRIMARK CAPITAL 60 S. Elm St. Denver CO 80246 Establishing mutual funds for others; Mutual fund development services; Establishing private funds for others; Private funds development services; Financial services, namely, providing investment management, financial advisory services, and raising capital for mutual funds, private investment funds and other public and private capital market investment products and structures;
PURPOSE-BUILT PORTFOLIOS Franklin Resources, Inc., One Franklin Parkway San Mateo CA 944031906 Establishing mutual funds for others; Financial analysis; Financial consulting; Financial due diligence; Financial information; Financial investment analysis and stock research; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial risk assessment services; Financial risk management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial asset management; Funds investment; Global investment research services; Hedge fund investment services; Investment advisory services; Investment management; Investment risk assessment services; Investment of funds; Investment of funds for others;PORTFOLIOS;
REACH FOR BETTER Franklin Resources, Inc., One Franklin Parkway San Mateo CA 944031906 Establishing mutual funds for others; Financial analysis; Financial consulting; Financial due diligence; Financial information; Financial investment analysis and stock research; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial risk assessment services; Financial risk management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial asset management; Funds investment; Global investment research services; Hedge fund investment services; Investment advisory services; Investment management; Investment risk assessment services; Investment of funds; Investment of funds for others;
RETIRERIGHT FUND AUSTIN CAPITAL CORPORATE HOLDINGS 1700 PACIFIC AVENUE SUITE 3650 DALLAS TX 75201 Establishing mutual funds for others; Mutual fund advisory services; Mutual fund analysis services; Mutual fund brokerage; Mutual fund development services; Mutual fund distribution; Mutual fund investment; Mutual fund planning services; Mutual funds and capital investment;RETIRE RIGHT FUND;FUND;
SENCO SENCO Hydrogen Capital GmbH Kemnatenstrasse 43 80639 München Germany Establishing mutual funds for others; investment of funds; consultancy concerning financing of energy projects; development of investment portfolios as financial service; investment fund management; brokerage of financial investments in energy companies; financial consultancy in the energy sector; administration of funds and investments; trust investment services; investment consultancy; arranging business fundraising activities; brokerage of investments in funds;Hydrogen;
STEWARD FUNDS CAPSTONE FINANCIAL SERVICES, INC. Suite 250 3700 West Sam Houston Parkway South Houston TX 77042 Establishing mutual funds for others; Mutual fund advisory services; Mutual fund investment; Mutual fund planning services;FUNDS;
TAREO CAPITAL MANAGEMENT Joel Emery 21 Ludlow Drive Chappaqua NY 10514 Establishing mutual funds for others; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, raising money for the hedge funds of others; Funds investment; Hedge fund investment services; Mutual fund advisory services; Mutual fund analysis services; Mutual funds and capital investment; Private placements of hedge funds, private equity funds, securities and derivatives for others;CAPITAL MANAGEMENT;
THE HUMAN FACTOR Franklin Resources, Inc., One Franklin Parkway San Mateo CA 944031906 Establishing mutual funds for others; Financial advisory and consultancy services; Financial analysis and consultation; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial information and advisory services; Fund investment consultation; Funds investment; Hedge fund investment services; Investment advisory services; Investment advisory services; Investment consultation; Investment management; Mutual fund advisory services; Mutual fund distribution; Mutual fund investment; Mutual funds and capital investment; Transfer agency services rendered to issuers of investment securities;
VSHARES TygreGraham Group, Inc. 6123 Ramshorn Dr. Mclean VA 22101 Establishing mutual funds for others; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, investment fund transfer and transaction services; Fund investment consultation; Funds investment; Hedge fund investment services; Investment of funds for others; Management of a capital investment fund; Mutual fund brokerage; Mutual fund distribution; Mutual fund investment; Providing a web site where users can post ratings, reviews and recommendations on stocks, bonds, mutual funds and other financial instruments;
WHAT ARE YOU SAVING FOR? Mutual Funds Direct Suite 125 4569 South Broad Street Hamilton NJ 08620 Establishing mutual funds for others; Financial investment in the field of Mutual Funds; Financial services in the nature of an investment security; Mutual fund brokerage; Mutual fund distribution; Mutual fund investment; Financial services, namely, investment fund transfer and transaction services;
 

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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.