INVESTMENT SERVICES IN CONNECTION WITH

Brand Owner (click to sort) Address Description
HOME GROUP FUNDS HOME CAPITAL SERVICES, INC. 59 MAIDEN LANE NEW YORK NY 10038 INVESTMENT SERVICES IN CONNECTION WITH MUTUAL FUNDS;GROUP FUNDS;
PERKS T. Rowe Price Associates, Inc. 100 East Pratt Street Baltimore MD 21202 INVESTMENT SERVICES IN CONNECTION WITH THE ADMINISTRATION OF AN EMPLOYEE BENEFITANNUITY RETIREMENT PLAN, INCLUDING INVESTMENT COUNSELING, AUTOMATICALLY PROCESSING TO INDIVIDUAL EMPLOYEE ACCOUNTS CONTRIBUTION PAYMENTS MADE BY EMPLOYER, AND PROVIDING EMPLOYEE PARTICIPANTS AND EMPLOYER WITH REPORTS OF INVESTMENTS AND CONTRIBUTIONS;
 

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.