FUNDS INVESTMENT

Brand Owner (click to sort) Address Description
10 OVER 10 Guinness Atkinson Asset Management, Inc. 21550 Oxnard Street, Suite 850
Woodland Hills CA 91367
Financial services, funds investment, mutual funds ...
401(K) PLAN PERFORMANCE FMR LLC 82 DEVONSHIRE STREET
BOSTON MA 02109
Funds investment
401(K) RESET - "RESETTING YOUR 401(K) TO WORK!" Arends, Grant S. 13017 Pembroke
Leawood KS 66209
Funds investment
A&M CAP RE Alvarez & Marsal Holdings, LLC 600 Lexington Avenue
New York NY 10022
advice relating to investments, advisory services ...
A&M CAPITAL Alvarez & Marsal Holdings, LLC 600 Lexington Avenue
New York NY 10022
advice relating to investments, advisory services ...
A&M CAPITAL PARTNERS Alvarez & Marsal Holdings, LLC 600 Lexington Avenue
New York NY 10022
advice relating to investments, advisory services ...
A&M CAPITAL REAL ESTATE Alvarez & Marsal Holdings, LLC 600 Lexington Avenue
New York NY 10022
advice relating to investments, advisory services ...
ABINGTON FINANCIAL SERVICES Abington Savings Bank 536 Washington Street
Abington MA 02351
Funds investment, insurance brokerage in the ...
ABSOLUTECAPITAL Absolute Capital Management, LLC 2927 West Liberty Avenue #191
Pittsburgh PA 152162525
services related to financial and monetary ...
ACWI ENHANCED EDGE STATE STREET CORPORATION ONE LINCOLN STREET
BOSTON MA 02111
Funds investment
ACWI INDEX PLUS EDGE STATE STREET CORPORATION ONE LINCOLN STREET
BOSTON MA 02111
Funds investment
AGCELERATOR Cohn, Neil B. 165 W. 91st Street
New York NY 10024
Funds investment
ALL STAR SELECTION PROCESS The Willis Group 128 South Tejon
Suite 150
Colorado Springs CO 80903
Funds investment not relating to sports ...
ALLIANCE FOR ANTI-TERRORISM The Green Frog Fund, Inc. 10810 Turnleaf Lane
Tustin CA 92782
Funds investment
ALPHAKEYS FUNDS UBS AG Bahnhofstrasse 45
CH
8001 Zurich
Switzerland
Funds investment; Hedge fund investment services; ...
ALVAREZ & MARSAL CAPITAL Alvarez & Marsal Holdings, LLC 600 Lexington Avenue
New York NY 10022
advice relating to investments, advisory services ...
ALVAREZ & MARSAL CAPITAL PARTNERS Alvarez & Marsal Holdings, LLC 600 Madison Avenue, 8th Floor
New York NY 10022
advice relating to investments, advisory services ...
AMERINDOFUNDS Amerindo Investment Advisors, Inc. One Embarcadero Center, Suite 2300
San Francisco CA 94111
Funds investment, mutual funds investment, investment ...
AN INVESTOR'S GUIDE TO CORPORATE SOCIAL RESPONSIBILITY Calvert Group, Ltd. Suite 1000 N
4550 Montgoemry Avenue
Bethesda MD 20814
Funds investment
APPELLATEFINANCE, INC. AppellateFinance, Inc. 3146
268 Bush Street
San Francisco CA 94104
Funds Investment
APQ APQ Partners LLP 22/23 Old Burlington Street
GB
London W1S 2JJ
United Kingdom
Financial services, hedge fund investment services, ...
ARCTARIS Arctaris Capital Partners, LLC 155 Seaport Blvd. 16th Floor
Boston MA 02210
funds investment; venture capital financing; providing ...
ARLE Arle Services Limited Third Floor
GB
London SW1Y4QU
United Kingdom
Investment services; financial consultancy; business broking; ...
ARMOR Harding, Richard Apartment 603
1980 Washington Street
San Francisco CA 94109
Financial services, financial management, loan financing; ...
ARSENAL Arsenal Real Estate Partners 67 Park Place East, 6th Floor
Morristown NJ 07960
Funds investment; Management of a capital ...
AURELIAN COMMUNICATIONS AURELIAN COMMUNICATIONS LLC 375 Park Avenue, Suite 1507
New York NY 10152
Funds investment and investment advice in ...
AXON Galileo Weather Risk Management Advisors, LLC 810 Seventh Avenue, 17th Floor
New York NY 10019
Financial services, investment advisory services, investment ...
BCM BUCKINGHAM CAPITAL MANAGEMENT The Buckingham Research Group, Incorporated 750 Third Avenue
New York NY 10017
advisory services in the fields of ...
BELL INVESTMENTS State Bankshares, Inc. 3100 13th Avenue South
Fargo ND 58103
Certificate of deposit account services, individual ...
BELL STATE BANK State Bankshares, Inc. 3100 13th Avenue South
Fargo ND 58103
Banking services; savings account services; electronic ...
BELL STATE BANK AND TRUST State Bankshares, Inc. 3100 13th Avenue South
Fargo ND 58103
Banking services; savings account services; electronic ...
BLADEX BANCO LATINOAMERICANO DE EXPORTACIONES,S.A. Calle 50 y Aquilino de la Guardia
PA
Cuidad de Panama
Panama
Banking services; savings accounts services; electronic ...
BLADEX BANCO LATINOAMERICANO DE EXPORTACIONES,S.A. Calle 50 y Aquilino de la Guardia
PA
Cuidad de Panama
Panama
Banking services; savings accounts services; electronic ...
BLADEX DRIVING FINANCIAL SUCCESS BANCO LATINOAMERICANO DE EXPORTACIONES,S.A. Calle 50 y Aquilino de la Guardia
Cuidad de Panama
Panama
Banking services; savings accounts services; electronic ...
BNY MELLON CLASSIC ADR INDEX THE BANK OF NEW YORK MELLON CORPORATION 15th Floor
One Wall Street
New York NY 10286
FINANCIAL SERVICES, INVESTMENT MANAGEMENT, INVESTMENT ADVICE, ...
BNY MELLON COMPOSITE DR INDEX THE BANK OF NEW YORK MELLON CORPORATION 15th Floor
One Wall Street
New York NY 10286
FINANCIAL SERVICES, INVESTMENT MANAGEMENT, INVESTMENT ADVICE, ...
BNY MELLON CUSTOM INDICES THE BANK OF NEW YORK MELLON CORPORATION 15th Floor
One Wall Street
New York NY 10286
FINANCIAL SERVICES, INVESTMENT MANAGEMENT, INVESTMENT ADVICE, ...
BRUNELLESCHI SORGENTE BRAND S.r.l. Via del Tritone, 132IT
Italy
Financial affairs, financial information services, financial ...
BUCKINGHAM CAPITAL MANAGEMENT The Buckingham Research Group, Incorporated 750 Third Avenue
New York NY 10017
advisory services in the fields of ...
BUILDING WEALTH James Breitenstein 975 High Street
Palo Alto CA 94301
Funds investment
BUILDS BUSINESSES DOYLE & BOISSIERE Doyle & Boissiere LLC 330 Primrose Road
5th Floor
Burlingame CA 94010
Funds Investment
C Cyrus Capital Partners, L.P. 399 Park Avenue
New York NY 10022
Funds investment
CALVERT CONNECTIONS Calvert Group, Ltd. Suite 1000 N
4550 Montgoemry Avenue
Bethesda MD 20814
Funds investment
CAMBIUM CP Cogent Asset Management, LP 2101 Cedar Springs, Ste. 1200
Dallas TX 75201
Funds investment for forestry and timberland; ...
CAPITAL DEFENDER FUND Structured Investment Management, Inc. AIFS Mezzanine
335 Madison Avenue
New York NY 10017
Funds investment; investment services, mutual fund ...
CARNEGIE WEST CAPITAL MANAGEMENT Carnegie West Capital Management LLC 125 East Baker Street, Suite 180
Costa Mesa CA 92626
Hedge fund investment services; Financial services, ...
CATALYST Richmont Corporation 4300 Westgrove
Dallas TX 75248
funds investment and investment of funds ...
CENTENUM Open Circle Advisors, LLC 9 Twin Brook Drive
Woodbridge CT 06525
Funds investment; Hedge fund investment services; ...
CFGF Consumer Capital Partners LLC 3900 Mexico Avenue, Suite 1350
Denver CO 80210
Funds investment; management of private equity ...
CFGF CONSUMER FRANCHISE GROWTH FUND Consumer Capital Partners LLC 3900 Mexico Avenue, Suite 1350
Denver CO 80210
Funds investment; management of private equity ...
CLIMATEHEDGE Michael Wohl c/o Andrew Wohl Esq, 75A Lake Rd #321
Coners NY 10920
Financial services, investment management, investment advice, ...
CLIMATEHEDGE INVESTMENTS Michael Wohl C/o Andrew Wohl, Esq, 75A Lake Rd #321
Congers NY 10920
Financial services, investment management, investment advice, ...
CLOUDVEST Perry, Charles 1512 Palisades Pointe Lane
Austin TX 78738
Funds investments; capital investments
COLUMBIA MASTERS GLOBAL EQUITY PORTFOLIO BANK OF AMERICA CORPORATION 100 N TRYON ST
CHARLOTTE NC 28255
Funds investment
COLUMBIA MASTERS HERITAGE PORTFOLIO BANK OF AMERICA CORPORATION 100 N TRYON ST
CHARLOTTE NC 28255
Funds investment
COLUMBIA MASTERS INTERNATIONAL EQUITY PORTFOLIO BANK OF AMERICA CORPORATION 100 N TRYON ST
CHARLOTTE NC 28255
Funds investment
COMPLETECOMMODITIES CoreCommodity Management, LLC One Station Place, Three South
Stamford CT 06902
Financial services, investment management, investment advice, ...
CONSUMER FRANCHISE GROWTH FUND Consumer Capital Partners LLC 3900 Mexico Avenue, Suite 1350
Denver CO 80210
Funds investment; management of private equity ...
CORE AND GATEWAY FORUM FINANCIAL GROUP, LIMITED LIABILITY COMPANY TWO PORTLAND SQUARE
PORTLAND ME 04101
funds investment
CORECOMMODITIES CoreCommodities Management, LLC One Station Place, Three South
Stamford CT 06902
Financial services, investment management, investment advice, ...
CRATON CAPITAL Craton Capital Management, LLC 31120 West Street, P.O. Box 1029
Goshen CA 93227
Funds investment, hedge fund investment services, ...
CUMBERLAND VALLEY NATIONAL BANK & TRUST Cumberland Valley Financial Corporation Fifth and Main St.
London KY 40741
Banking services; Investment services, funds investment, ...
CUSHMAN & WAKEFIELD INVESTORS Cushman & Wakefield, Inc. 1290 Avenue of the Americas
New York NY 101046178
Administration of financial affairs relating to ...
CYRUS Cyrus Capital Partners, L.P. 399 Park Avenue
New York NY 10022
Funds investment; all of the foregoing ...
CYRUS CAPITAL Cyrus Capital Partners, L.P. 399 Park Avenue
New York NY 10022
Funds investment; all of the foregoing ...
DELAWARE ---- FUND Delaware Management Holdings, Inc. Suite 102
1403 Foulk Road
Wilmington DE 19803
Funds investment
DELAWARE DELCHESTER Delaware Management Holdings, Inc. Suite 102
1403 Foulk Road
Wilmington DE 19803
Funds investment
DELAWARE GROUP Delaware Management Holdings, Inc. Suite 102
1403 Foulk Road
Wilmington DE 19803
Funds investment
DELAWARE POOLED Delaware Management Holdings, Inc. Suite 102
1403 Foulk Road
Wilmington DE 19803
Funds investment
DELAWARE TREND Delaware Management Holdings, Inc. Suite 102
1403 Foulk Road
Wilmington DE 19803
Funds investment
DELAWARE VALUE DELAWARE MANAGEMENT HOLDINGS, INC. 2005 Market Street
Philadelphia PA 19103
Funds investment
DELAWARE VALUE Delaware Management Holdings, Inc. Suite 102
1403 Foulk Road
Wilmington DE 19803
Funds investment
DELAWARE VIP Delaware Management Holdings, Inc. Suite 102
1430 Foulk Road
Wilmington DE 19803
Funds investment
DESIGNATED DRIVER APARTMENT FUND O'Neill Properties Group, L.P. 2701 Renaissance Boulevard, 4th Floor
King of Prussia PA 19406
Funds investment
DESIGNATED DRIVER FUND O'Neill Properties Group, L.P. 2701 Renaissance Boulevard, 4th Floor
King of Prussia PA 19406
Funds investment
DESIGNATED DRIVER LAND WHOLESALE FUND O'Neill Properties Group, L.P. 2701 Renaissance Boulevard, 4th Floor
King of Prussia PA 19406
Funds investment
DESIGNATED DRIVER OFFICE FUND O'Neill Properties Group, L.P. 2701 Renaissance Boulevard, 4th Floor
King of Prussia PA 19406
Funds investment
DESIGNATED DRIVER RETAIL FUND O'Neill Properties Group, L.P. 2701 Renaissance Boulevard, 4th Floor
King of Prussia PA 19406
Funds investment
DORADA Dorada Corporation Ugland House
KY
Grand Cayman
Cayman Islands
funds investment, financial investment in the ...
DST Daiwa Securities Trust Company One Evertrust Plaza
Jersey City NJ 07302
trust administration services; securities and funds ...
DST DAIWA SECURITIES TRUST COMPANY Daiwa Securities Trust Company One Evertrust Plaza
Jersey City NJ 07302
trust administration services; securities and funds ...
EAFE ENHANCED EDGE STATE STREET CORPORATION ONE LINCOLN STREET
BOSTON MA 02111
Funds investment
EAFE INDEX PLUS EDGE STATE STREET CORPORATION ONE LINCOLN STREET
BOSTON MA 02111
Funds investment
ELLEVATE ASSET MANAGEMENT 85 Broads Unlimited LLC 261 Madison Ave
261 Madison Avenue
New York NY 10016
Financial services, investment management, investment advice, ...
EMERALD HILL CAPITAL PARTNERS Emerald Hill Capital Partners, LLC 1512 Larimer Street, Suite 200
Denver CO 80202
Funds investment and investment of funds ...
EMPIRE STATE INVESTMENT FUND Rajput, Salahuddin 1815 West Farms Road
Bronx NY 10460
Funds investment; Private equity fund investment ...
ETF 2.0 Fonss, Jack 253 Turtle Back Road
New Canaan CT 06840
Funds investment
EUROPE DYNAMIC EDGE STATE STREET CORPORATION ONE LINCOLN STREET
BOSTON MA 02111
Funds investment
EUROPE ENHANCED EDGE STATE STREET CORPORATION ONE LINCOLN STREET
BOSTON MA 02111
Funds investment
EUROPE INDEX PLUS EDGE STATE STREET CORPORATION ONE LINCOLN STREET
BOSTON MA 02111
Funds investment
FAMCO FIDUCIARY ASSET MANAGEMENT Fiduciary Asset Management, LLC 8112 Maryland Avenue, Suite 200
St. Louis MO 631053700
Financial investment services, financial management of ...
FAMCO FIDUCIARY ASSET MANAGEMENT Fiduciary Asset Management, LLC 8235 Forsyth Boulevard, Suite 700
St. Louis MO 63105
Financial investment services, financial management of ...
FAMCO OPPORTUNITY Fiduciary Asset Management, LLC c/o WHITELAW LEGAL GROUP
3838 Tamiami Trail North, Suite 310
Naples FL 34103
Financial investment services, financial management of ...
FAT PROPHETS Fat Prophets Pty Ltd Level 33, 22 Market Street
AU
Sydney, NSW
Australia
Financial and investment services, assuming financial ...
FED FOCUSED Marquette Asset Management, Inc. 60 S. sixth Street, Suite 3700
Minneapolis MN 55402
Funds investment, providing investment strategies that ...
FIDELITY ADVISOR 401(K) PLAN PERFORMANCE FMR LLC F7D
82 DEVONSHIRE STREET
BOSTON MA 02109
Funds investment
FIDELITY ADVISOR DYNAMIC STRATEGIES FMR LLC 82 DEVONSHIRE STREET
BOSTON MA 02109
Funds investment
FIDELITY ADVISOR PLAN PERFORMANCE FMR LLC 82 DEVONSHIRE STREET
BOSTON MA 02109
Funds investment
FIDELITY DYNAMIC STRATEGIES FMR LLC 82 DEVONSHIRE STREET
BOSTON MA 02109
Funds investment
FIDUCIARY MONITORING INDEX Unified Trust Company, N.A. 2353 Alexandria Drive
Lexington KY 40504
Funds investment, mutual fund investment, investment ...
 

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.