INVESTMENT SERVICES NATURE

Brand Owner (click to sort) Address Description
ADVISER INVESTMENT MANAGEMENT ADVISER INVESTMENTS 85 Wells Avenue Newton, MA 02459 INVESTMENT SERVICES IN THE NATURE OF FINANCIAL INVESTMENT MANAGEMENT;ADVISER INVESTMENT MANAGEMENT;INVESTMENT MANAGEMENT;
BHG VENTURES BHG Ventures 29100 Northwestern Hwy, Ste 405 Southfield MI 48034 Investment services in the nature of venture capital and private equity financing, and investment banking services. Private equity financing and investments;Business consulting services;VENTURES;
BUILT ON EXPERIENCE CNL INTELLECTUAL PROPERTIES 450 South Orange Avenue Orlando FL 32801 Investment services in the nature of a real estate trust;
CEDAR FUND Cedar Services Limited P.O. Box 513 GT George Town Cayman Islands Investment services in the nature of providing venture capital for start-up businesses.;FUND;
EMICOM EMICOM VENTURES LTD. 24 Raul Walenberg Street Ramat Hahayal Tel-Aviv 69717 Israel investment services in the nature of providing venture capital for start-up businesses;
GE INTEREST PLUS GENERAL ELECTRIC COMPANY (Trademarks: 801-4) 901 Main Avenue Norwalk CT 06851 investment services in the nature of variable denomination floating rate demand accounts;INTEREST;
INCOME FOR THE TIME OF YOUR LIFE CNL INTELLECTUAL PROPERTIES, INC. 450 S. ORANGE AVE. ORLANDO FL 32801 Investment services in the nature of a real estate investment trust;
INTEREST PLUS GENERAL ELECTRIC COMPANY (Trademarks: 801-4) 901 Main Avenue Norwalk CT 06851 investment services in the nature of variable denomination floating rate demand accounts;INTEREST;
K STREET CAPITAL Adriatic Ventures 15 Glittering Sky Aliso Viejo CA 92656 Investment services in the nature of venture capital and private equity financing, and investment banking services; Trading services in the field of securities, finance, and investments, namely, brokerage of shares and other securities; Financial advisory services; Financial consulting services; brokerage services in the field of stocks and commodities;CAPITAL;
OWNING AMERICA'S LIFESTYLE CNL LIFESTYLE PROPERTIES, INC. 450 South Orange Avenue Orlando FL 32801 INVESTMENT SERVICES IN THE NATURE OF A REAL ESTATE INVESTMENT TRUST;
OWNING AMERICA'S LIFESTYLE CNL Income Properties, Inc. 405 South Orange Avenue Orlando FL 32801 INVESTMENT SERVICES IN THE NATURE OF A REAL ESTATE INVESTMENT TRUST;
PARTNERSHIP-FIRST APPROACH. DEMOGRAPHIC-DRIVEN INVESTING. AUA Private Equity Partners 1 N Clematis St, Ste 307 West Palm Beach FL 33401 Investment services in the nature of venture capital and private equity financing; Investment banking services;Business administration and management services; Business management consultancy and advisory services;DEMOGRAPHIC-DRIVEN INVESTING.;
PRE-SEED CEDAR CONSULTANTS III LIMITED P O BOX 1093 QUEENSGATE HOUSE, SOUTH CHURCH, STREET GRAND CAYMAN KY1-1104 Cayman Islands Investment services in the nature of providing venture capital for start-up businesses;PRECEDE PRE SEED;
PROVANTAGE SEI DEVELOPMENTS, INC. Wilmington DE 19810 investment services in the nature of mutual funds;
SAM J.P. MORGAN & CO. INCORPORATED 60 Wall Street New York NY 10260 Investment services in the nature of investment funds;
UMPQUA WEALTH ADVISORY UMPQUA BANK 1 SW Columbia, Suite 1200 Portland OR 97258 Investment services in the nature of investment management services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, limited partnerships, futures and options; investment advice in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, limited partnerships, futures and options; providing finance, investment, financial planning and investment strategy information; retirement account investment services; fixed income investment strategy information; life insurance underwriting services, and annuity services, namely, account and investment administration; portfolio construction and implementation in the field of securities, stocks, bonds, mutual funds, money market funds, commodities, limited partnerships, futures and options; financial investment portfolio performance analysis services; investment portfolio management services; financial risk management services; monitoring financial markets for investment purposes; mutual fund administration services; securities brokerage account services, namely, providing account information regarding securities brokerage services, responding to customer inquiries, assisting customer transactions, and account and investment administration; providing investment account information by means of the internet or paper copy; providing an online database featuring financial information of general interest to investors by means of the internet or paper copy;WEALTH ADVISORY;
WATCHMAN SEI DEVELOPMENTS, INC. Wilmington DE 19810 investment services in the nature of mutual funds;
WORK. WORK. WORK. WORK. LIVE. CNL LIFESTYLE PROPERTIES, INC. 450 South Orange Avenue Orlando FL 32801 investment services in the nature of a real estate investment trust;
 

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.