FUNDS INVESTMENT ADMINISTRATION

Brand	Owner	Address	Description
SA FUNDS	Assante Holdings, Inc.	10100 Santa Monica Blvd Suite 1300 Los Angeles CA 90067	Funds investment and administration, investment advice, investment consultation, investment management;FUNDS;
	Where the owner name is not linked, that owner no longer owns the brand

Technical Examples

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.