INVESTMENT ADMINISTRATION

Brand Owner (click to sort) Address Description
"DON'T YOU WORK (HARD) FOR YOUR MONEY. LET YOUR MONEY WORK FOR YOU." Stanley Kaplan 500 Skokie Blvd., Suite 350
Northbrook IL 60062
Annuity services, account and investment administration; ...
"EVERY MORNING WHEN YOU WAKE UP, YOU'RE WORTH MORE THAN YOU WERE THE NIGHT BEFORE." Gleaner Life Insurance Society 5200 West U.S. Highway 223
Adrian MI 49221
Annuity services, issuance, account and investment ...
ACCELERATED WEALTH Accelerated Wealth LLC 13570 Meadowgrass Drive, Suite 100
Colorado Springs CO 80921
Advice relating to investments; Annuity services, ...
ACCELERATED WEALTH Accelerated Wealth LLC 13570 Meadowgrass Drive
Suite 100
Colorado Springs CO 80921
Advice relating to investments; Annuity services, ...
ACCELERATED WEALTH Accelerated Wealth, LLC 13570 Meadowgrass Drive, Ste. 100
Colorado Springs CO 80921
Advice relating to investments; Annuity services, ...
ACCORDIA LIFE Global Atlantic Financial Life Limited 5th Fl, Victoria Place, 31 Victoria St
BM
Hamilton HM10
Bermuda
Financial consultancy and insurance consultancy; annuity ...
ACCORDIA LIFE Global Atlantic Financial Life Limited 5th Fl, Victoria Place, 31 Victoria St
BM
Hamilton HM10
Bermuda
Financial consultancy and insurance consultancy; annuity ...
AETNA ADAPTOR Aetna Life and Casualty Company 151 Farmington Avenue
Hartford CT 06156
providing investment options (including mutual funds) ...
ALL TIME CAPITAL All Time Capital 12306 Stable Square Dr
San Antonio TX 78249
Advice relating to investments; Annuity services, ...
AMADA GROUP Strutin-Belinoff, Pilar 58 villanova dr. oakland, ca 94611
248 Third Street #805
oakland CA 94607
Annuity services, account and investment administration ...
AMADA GROUP Strutin-Belinoff, Pilar 58 villanova dr. oakland, ca 94611
248 Third Street #805
oakland CA 94607
Annuity services, account and investment administration ...
AN ALTERNATIVE FUTURE Invesco Holding Company Limited 1555 Peachtree Street NE
Atlanta GA 30309
Financial and investment services, management ...
ANNUITY.COM Broich William E Townsend, David D 2601 N Alder
Tacoma WA 98407
Annuity services, account and investment administration
ATHENE ATHENE ANNUITY & LIFE ASSURANCE COMPANY 2000 Wade Hampton Blvd.
Greenville SC 29615
Annuity underwriting and sales, financial services, ...
ATHENE MAXRATE ATHENE ANNUITY & LIFE ASSURANCE COMPANY 2000 Wade Hampton Blvd.
Greenville SC 29615
Annuity underwriting; financial services, providing an ...
ATHENE MAXRETIRE ATHENE ANNUITY & LIFE ASSURANCE COMPANY 2000 Wade Hampton Blvd.
Greenville SC 29615
Annuity underwriting; financial services, providing an ...
B SANDY SPRING WEALTH MANAGEMENT SANDY SPRING BANK 17801 GEORGIA AVENUE
OLNEY MD 20832
Advice relating to investments; Annuity services, ...
BELPOINTE Lacoff, Brandon 881 Lake Avenue
Greenwich CT 06831
Administration of employee benefit plans concerning ...
CERTANNUITY Dannah Insurance Solutions, LLC 33365 Winding Way
Wildomar CA 92595
Annuity services, account and investment administration ...
CERTANNUITY Dannah Insurance Solutions, LLC 33365 Winding Way
Wildomar CA 92595
Annuity services, account and investment administration ...
CHARLES SCHWAB CORPORATE SERVICES Charles Schwab & Co., Inc. 211 Main Street
San Francisco CA 94105
Financial services, custody services for employee ...
CONSOLIDATED FINANCIAL C O R P O R A T I O N BETTER CHOICES. BETTER PLANNING. BETTER FUTURE. Consolidated Financial Corporation 28411 Northwestern Highway, Ste. 950
Southfield MI 48034
Annuity services, account and investment administration ...
COVINGTON INVESTMENT ADVISORS, INC. Covington Investment Advisors, Inc. 301 East Main Street
Ligonier PA 15658
Advice relating to investments; Annuity services, ...
CREATIVE SOLUTIONS... INFINITE POSSIBILITIES Infinity Consultants, Inc. 40 Twenty Fourth Street
Pittsburgh PA 15222
Annuity services, account and investment administration ...
CURIOSITY CAPITAL Krings-Ernst, Dennis Goltsteinstr 106
DE
50968 Cologne
Germany
Advice relating to investments; Advising others ...
CUSTOMERS' YACHTS Mott, Antony R 20th floor
45 Rockefeller Plaza, 630 Fifth Avenue
New York NY 10111
Advice relating to investments; Advising others ...
DIVERSIFICATION OPTIMIZATION Gravity Investments 720. West First Avenue
Denver CO 80223
Advice relating to investments; Annuity services, ...
EASTSPRING EASTSPRING INVESTMENTS SERVICES PTE. LTD. 10 MARINA BLVD. #32-01
SG
SINGAPORE 018983
Singapore
Financial services, investment fund management ...
ENHANCED INCOME ANNUITIES Upchurch, Michael 135 W. Bay Street, Suite 400
Jacksonville FL 32202
Annuity services, account and investment administration
ENVOY INSURANCE GROUP Upchurch, Michael A. 135 W Bay Street Suite 400
jacksonville FL 32202
Annuity services, account and investment administration; ...
EXOS PARTNERS Exos Partners, LLC 560 Mission Street, Suite 2800
San Francisco CA 94105
Advice relating to investments; Advisory services ...
FINEMARK FINANCIAL SERVICES FineMark Holdings, Inc. 12681 Creekside Lane
Fort Myers FL 33919
Financial and investment services, management ...
FIRST NATIONAL BANK OF THE FUTURE F.N.B. Corporation One F.N.B. Boulevard
Hermitage PA 16148
Banking services; automated teller machine services; ...
FM FineMark Holdings, Inc. 12681 Creekside Lane
Fort Myers FL 33919
Financial and investment services, management ...
FREEDOM BUSINESS FREEDOM PORTFOLIO SERVICES 11615 Angus Rd.
Suite 104-K
Austin TX 78759
Advice relating to investments; Advising others ...
FROM THIS TO THIS Samango, Alfred J. P.O. Box 700
Haleiwa HI 967120700
Commercial and residential real estate agency ...
G L A S S J A C O B S O N GJ A CPA WEALTH MANAGEMENT FIRM Glass Jacobson, P.A. 10711 Red Run Boulevard
Suite 101
Owings Mills MD 21117
Financial services, coordination, within a single ...
GLASS JACOBSON Glass Jacobson, P.A. Suite 101
10711 Red Run Boulevard
Owings Mills MD 21117
Financial services, coordination, within a single ...
GLEANER Gleaner Life Insurance Society 5200 West U.S. Highway 223
Adrian MI 49221
insurance services, underwriting, issuing and administration ...
HAYFIN Haymarket Financial Holdings Limited Walker House, 87 Mary Street
KY
George Town, G.C. KY1-9002
Cayman Islands
financial and investment services, management ...
HAYFIN Haymarket Financial Holdings Limited 190 Elgin Avenue
KY
Grand Cayman KY1-9005
Cayman Islands
financial and investment services, management ...
HAYMARKET FINANCIAL Haymarket Financial Holdings Limited Walker House, 87 Mary Street
George Town, G.C. KY1-9002
Cayman Islands
financial and investment services, management ...
HELPING YOUR CLIENTS PUT THE "I" BACK IN INCOME Pacific Life Insurance Company 700 Newport Center Drive
Newport Beach CA 92660
UNDERWRITING, ISSUANCE AND ADMINISTRATION OF ANNUITIES; ...
HORNBLOWER RALPH HORNBLOWER III 1E
405 East 56th St., 1E
NEW YORK NY 10022
Advice relating to investments; Advising others ...
HYBRID ANNUITY Steven J Stern 13825 N Northsight Blvd. Suite 101
Scottsdale AZ 85260
Annuity services, account and investment administration; ...
HYBRID ANNUITY Sutherlin, Norman G. 19235 Oriente Drive
19235 Oriente Drive
Yorba Linda CA 92886
Annuity services, account and investment administration; ...
IN-FORCE ANNUITIES Hamlin, Thomas B. 4600 S.W. Kelly Avenue
Portland OR 97239
Annuity services, account and investment administration; ...
INCOME PREFERRED Aviva USA Corporation 699 Walnut Street
Suite 2000
Des Moines IA 50309
Financial consultancy and insurance consultancy; annuity ...
INDIVIDUAL INDEX ACCOUNT POS SYSTEMS MANAGEMENT, INC. 5000 Birch Street, Suite 150
Newport Beach CA 92660
Annuity services, account and investment administration
INFINITY CONSULTANTS INC. Infinity Consultants, Inc. 40 Twenty Fourth Street 4th Floor
Pittsburgh PA 15222
Annuity services, account and investment administration ...
INSURED LDI Pacific Life Insurance Company 700 Newport Center Drive
Newport Beach CA 92660
INSURANCE AND FINANCIAL SERVICES, LIFE INSURANCE ...
INSURING TOMORROW TODAY ATHENE ANNUITY & LIFE ASSURANCE COMPANY 2000 Wade Hampton Blvd.
Greenville SC 29615
Annuity underwriting and sales, financial services, ...
INVESCO PORTFOLIO ILLUSTRATOR Invesco Holding Company Limited 1555 Peachtree Street NE
Atlanta GA 30309
Financial and investment services, management ...
INVEST IN WHAT YOU KNOW FOR WHAT YOU NEED PENSCO TRUST COMPANY 14th Floor
450 Sansome Street
San Francisco CA 941113306
investment administration of retirement plans for ...
INVESTCUSTODY SERVICES MELLON BANK (EAST) N.A. MELLON BANK CENTER
PHILADELPHIA PA 19102
INVESTMENT ADMINISTRATION AND MANAGEMENT SERVICES FOR ...
IT NOW ITAU UNIBANCO HOLDING S.A. PRACA ALFREDO EGYDIO DE SOUZA ARANHA 100
TORRE OLAVO SETUBAL
SAO PAULO
Brazil
Financial services, management of investment funds ...
IT NOW! ITAU UNIBANCO HOLDING S.A. PRACA ALFREDO EGYDIO DE SOUZA ARANHA 100
TORRE OLAVO SETUBAL
SAO PAULO
Brazil
Financial services, management of investment funds ...
IT NOW! ITAU UNIBANCO HOLDING S.A. PRACA ALFREDO EGYDIO DE SOUZA ARANHA 100
TORRE OLAVO SETUBAL
SAO PAULO
Brazil
Financial services, management of investment funds ...
ITAÚ IT NOW ITAU UNIBANCO HOLDING S.A. PRACA ALFREDO EGYDIO DE SOUZA ARANHA 100
TORRE OLAVO SETUBAL
SAO PAULO
Brazil
Financial services, management of investment funds ...
ITAÚ ITNOW ITAU UNIBANCO HOLDING S.A. PRACA ALFREDO EGYDIO DE SOUZA ARANHA 100
TORRE OLAVO SETUBAL
SAO PAULO
Brazil
Financial services, management of investment funds ...
ITNOW ITAU UNIBANCO HOLDING S.A. PRACA ALFREDO EGYDIO DE SOUZA ARANHA 100
TORRE OLAVO SETUBAL
SAO PAULO
Brazil
Financial services, management of investment funds ...
IVY FINANCIAL GROUP Ivy Financial Group 4605 Pewter Ln
Manlius NY 13104
Advice relating to investments; Advising others ...
KASZEK VENTURES Kaszek Management (Cayman), Ltd. 4th Floo, ScotiaBank Building
KY
Georgetown
Cayman Islands
Advice relating to investments; Annuity services, ...
KEYSTONE INVESTOR RESOURCE CENTER KEYSTONE INVESTMENTS, INC. 200 BERKELEY STREET
BOSTON MA 02116
investment administration, transfer agency, dividend distribution, ...
LIFE INSURANCE CONCEPTS Arbitrage International Marketing, Inc. 950 Peninsula Corporate Cir., Ste. 3010
Boca Raton FL 33487
Advisory services in the field of ...
LOCKED ACCOUNT Terryl (Terry) A. Moreland 19 East 129th Street
19 East 129th Street
New York NY 10035
Annuity services, account and investment administration
LUMIN FINANCIAL LLC CLEAR DIRECTION. CLEAR FUTURE. Lumin Financial, LLC 2000 Town Center, Suite 1825
Southfield MI 48075
Annuity services, account and investment administration; ...
MAILBOX MONEY Walker Financial Services, Inc. 1773 Campus Plaza Court, Suite 6
Bowling Green KY 42101
Annuity services, account and investment administration ...
MANULIFE FINANCIAL FOR YOUR FUTURE The Manufacturers Life Insurance Company 200 Bloor Street East
CA
Ontario M4W 1E5
Canada
insurance services in the field of ...
MARBLE HILL Marble Hill Advisors, LLC 120 Sylvan Ave
Englewood Cliffs NJ 07632
Advice relating to investments; Annuity services, ...
MUTUAL ADVISORS Mutual Advisors 1551 Three Crowns Drive, Suite 100
Casper WY 82604
Advice relating to investments; Annuity services, ...
MYGO ANNUITY Rawlings Insurance Services Inc. 100
7512 San Jacinto Place
Plano TX 75024
Annuity services, account and investment administration ...
MYNORTHWEST Northwest Savings Bank 100 Liberty Street
Warren PA 16365
Savings bank services; commercial lending services; ...
MYRETIREMENTWALK The Guardian Life Insurance Company of America 7 Hanover Square
New York NY 10004
Financial administration and management of employee ...
N Northwest Savings Bank 100 Liberty Street
Warren PA 16365
Savings bank services; commercial lending services; ...
NATIONWIDE CLEARCREDIT Nationwide Mutual Insurance Company Office of General Counsel 2-5-11
One Nationwide Plaza
Columbus OH 43215
Financial services, savings and annuity account ...
NATIONWIDE PORTRAIT SERIES Nationwide Mutual Insurance Company Office of General Counsel 1-35-204
One Nationwide Plaza
Columbus OH 43215
Annuity services, account and investment administration
NATIONWIDE TRUESTEP V Nationwide Mutual Insurance Company Office of General Counsel 1-35-204
One Nationwide Plaza
Columbus OH 43215
Annuity services, account and investment administration
NORTHPOINT FINANCIAL GROUP Northpoint Financial Group, Corp. 27575 Ferry Road, Ste. 101
Warrenville IL 60555
Advice relating to investments; Annuity services, ...
NORTHPOINT FINANCIAL GROUP Northpoint Financial Group, Corp. 27575 Ferry Road, Ste. 101
Warrenville IL 60555
Advice relating to investments; Annuity services, ...
NORTHWEST Northwest Savings Bank 100 Liberty Street
Warren PA 16365
Savings bank services; commercial lending services; ...
NSWE THE NEW YORK FAMILY OFFICE The New York Family Office LLC 29th Floor
220 East 42nd
New York NY 10017
Wealth management, financial planning and estate ...
OAKCREST CAPITAL OakCrest Capital 70 W. Huron Street #2308
Chicago IL 60654
Advice relating to investments; Advisory services ...
ONE AMERICA NEWS NETWORK HERRING BROADCASTING, INC. 4757 Morena Boulevard
San Diego CA 92117
ENTERTAINMENT SERVICES, A MULTIMEDIA PROGRAM SERIES ...
ONEAMERICA. ONESOLUTION. OneAmerica Financial Partners, Inc. P.O. Box 368
One American Square
Indianapolis IN 46206
Annuity services, account and investment administration ...
OROGOLD Samorano, David F http://www.orogold.org
2258 E Montana
Tucson AZ 85706
Advice relating to investments; Advising others ...
PACIFIC CHOICE Pacific Life Insurance Company 700 Newport Center Drive
Newport Beach CA 92660
INSURANCE AND FINANCIAL SERVICES, LIFE INSURANCE ...
PACIFIC DESTINATIONS O-SERIES Pacific Life Insurance Company 700 Newport Center Drive
Newport Beach CA 92660
INSURANCE AND FINANCIAL SERVICES, LIFE INSURANCE ...
PACIFIC EXPEDITION Pacific Life Insurance Company 700 Newport Center Drive
Newport Beach CA 92660
INSURANCE AND FINANCIAL SERVICES, LIFE INSURANCE ...
PACIFIC FUSION Pacific Life Insurance Company 700 Newport Center Drive
Newport Beach CA 92660
ANNUITY SERVICES, ACCOUNT AND INVESTMENT ADMINISTRATION, ...
PACIFIC INCOME ADVANTAGE Pacific Life Insurance Company 700 Newport Center Drive
Newport Beach CA 92660
INSURANCE AND FINANCIAL SERVICES, LIFE INSURANCE ...
PACIFIC INCOME PROVIDER Pacific Life Insurance Company 700 Newport Center Drive
Newport Beach CA 92660
UNDERWRITING ANNUITIES, ANNUITY ADMINISTRATION; FINANCIAL INVESTMENT ...
PACIFIC INDEX CHOICE Pacific Life Insurance Company 700 Newport Center Drive
Newport Beach CA 92660
INSURANCE AND FINANCIAL SERVICES, LIFE INSURANCE ...
PACIFIC INSURED LDI PACIFIC LIFE INSURANCE COMPANY 700 NEWPORT CENTER DRIVE
NEWPORT BEACH CA 92660
INSURANCE AND FINANCIAL SERVICES, LIFE INSURANCE ...
PACIFIC JOURNEY SELECT Pacific Life Insurance Company 700 Newport Center Drive
Newport Beach CA 92660
ANNUITY UNDERWRITING, INSURANCE AND ANNUITY ADMINISTRATION, ...
PACIFIC LIFETIME INCOME Pacific Life Insurance Company 700 Newport Center Drive
Newport Beach CA 92660
LIFE INSURANCE AND ANNUITY UNDERWRITING, INSURANCE ...
PACIFIC MARINER Pacific Life Insurance Company 700 Newport Center Drive
Newport Beach CA 92660
INSURANCE AND FINANCIAL SERVICES, LIFE INSURANCE ...
PACIFIC SECURE INCOME Pacific Life Insurance Company 700 Newport Center Drive
Newport Beach CA 92660
ANNUITY SERVICES, ACCOUNT AND INVESTMENT ADMINISTRATION; ...
PACIFIC SECURED BUY-IN Pacific Life Insurance Company 700 Newport Center Drive
Newport Beach CA 926606397
INSURANCE AND FINANCIAL SERVICES, LIFE INSURANCE ...
PACIFIC TRANSFERRED BUY-OUT PACIFIC LIFE INSURANCE COMPANY 700 NEWPORT CENTER DRIVE
NEWPORT BEACH CA 92660
INSURANCE AND FINANCIAL SERVICES, LIFE INSURANCE ...
 

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.