INVESTMENT CONSULTING

Brand Owner (click to sort) Address Description
"WHEN WE LISTEN, PEOPLE TALK" Cadwallader Corporation c/o Michael Nathanson
227 E. Walton
Chicago IL 60611
[ investment consulting ]
ALLIED WEALTH PARTNERS TRUST. LEGACY. CONFIDENCE. Langdon Ford Financial Inc. Morris Corp Ctr #3, Bldg. C, 1st Floor
400 Interpace Pkwy
Parsippany NJ 07054
Financial services, financial management, financial planning, ...
ALTAIR ADVISERS INDEPENDENT CHIEF INVESTMENT OFFICER Altair Advisers, LLC Suite 600
303 West Madison Street
Chicago IL 60606
Investment consulting and financial planning services
ANB BANK Sturm Financial Group, Inc. Suite 300
3033 E 1st Avenue
Denver CO 80206
Banking services; financing services; commercial lending ...
BLOCK BEAUTIFUL MANAGEMENT SERVICES INC. Bunderson, Darlene Apt. 3C
132 E. 19th Street
New York NY 10003
real estate management and related services, ...
BOSTON STRATEGIC INVESTMENT GROUP BOSTON STRATEGIC INVESTMENT GROUP, INC. 10 POST OFFICE SQUARE
BOSTON MA 02109
INVESTMENT CONSULTING, ADVISING AND COMMODITY POOL ...
CEDAR WAXWING Cedar Waxwing, LLC 1400 16th St., 16 Market Square

Denver CO 80202
Investment Consulting and Investment Advisory Services;
CHANGING THE FACE OF THE INVESTMENT MANAGEMENT INDUSTRY Progress Investment Management Company,LLC 33 New Montgomery Street, Suite 1900
San Francisco CA 94105
Financial services, multi-manager funds investment; investment ...
DYMYND DyMynd LLC 1501 North State Parkway
Chicago IL 60610
Financial services, investment consulting and investment ...
DYNAMIC MINDS IN ACTION DyMynd LLC 1501 North State Parkway, Suite 6A
Chicago IL 60610
Financial services, investment consulting and investment ...
EPLANMEMBER PLANMEMBER FINANCIAL CORPORATION 1160 EUGENIA PLACE
CARPINTERIA CA 93013
online financial planning services; online financial ...
FINANCIAL STRATEGIES GROUP CLASSIC HOLDINGS, LLC 1220 28th Avenue North
Fargo ND 58102
financial and investment consulting and management ...
FIRST NIAGARA First Niagara Financial Group, Inc. 6950 S. Transit Road
Lockport NY 14095
financial services, financial and investment consulting, ...
GILIBERTO-LEVY COMMERCIAL MORTGAGE PERFORMANCE INDEX S. Michael Giliberto & Co., Inc. 4 Bryson Street
Larchmont NY 10538
investment consulting, providing a quantitative measure ...
HISPANIC OPPORTUNITY FUND Hispanic Opportunity Fund, Inc. 1425 Fourth Avenue Suite 510
Seattle WA 981012283
investment consulting
INVESTRAC Buck Consultants, Inc. 2 Pennsylvania Plaza
New York NY 10121
investment data analysis and investment consulting
IVIEWRESEARCH iViewResearch LLC 51 Bedford Road
Katonah NY 10536
investment consulting and research services; business ...
J. H. CHAPMAN GROUP LTD. J. H. CHAPMAN GROUP, LTD. 9700 HIGGINS ROAD
ROSEMONT IL 60018
INVESTMENT CONSULTING AND MANAGEMENT SERVICES
L & B L&B REALTY ADVISORS, LLP 8750 NORTH CENTRAL EXPRESSWAY
SUITE 800
DALLAS TX 752316437
Investment consulting in the field of ...
LOGAN CAPITAL MANAGEMENT Logan Capital Management, Inc. One Liberty Place
Suite 2700
Philadelphia PA 191037301
INVESTMENT CONSULTING, FINANCIAL MANAGEMENT AND BROKERAGE ...
MARKET PERCEPTION INDEX MPI INVESTMENT MANAGEMENT 105 EAST FIRST STREET
HINSDALE IL 60521
INVESTMENT CONSULTING AND MANAGEMENT
MPI INVESTMENT MANAGEMENT MPI INVESTMENT MANAGEMENT 105 EAST FIRST STREET
HINSDALE IL 60521
INVESTMENT CONSULTING AND MANAGEMENT
MUTUAL MODELING A COMPUTER AIDED SYSTEM FOR MODELING MUTUAL FUND PORTFOLIOS Krochmal, Richard Paul Protected Investors of America
235 Montgomery Street, Suite 1050
San Francisco CA 94104
investment consulting
N NEWMARK Newmark Realty Capital, Inc. 595 Market Street, Suite 2550
San Francisco CA 94105
Financial services, mortgage banking, mortgage brokerage, ...
NET ASSET MANAGEMENT Envestnet Asset Management, Inc. Suite 1600
35 East Wacker Drive
Chicago IL 60601
Consulting in the field of information ...
NORTH CAROLINA COMMUNITY FOUNDATION North Carolina Community Foundation, Inc. 4601 Six Forks Road
Suite 524
Raleigh NC 27609
Providing philanthropic services to individuals, corporations ...
NORTH CAROLINA COMMUNITY FOUNDATION North Carolina Community Foundation, Inc. 4601 Six Forks Road
Suite 524
Raleigh NC 27609
Providing philanthropic services to individuals, corporations ...
NORTHWEST QUADRANT ADVISORS Investment Consulting and Research, Inc. 7973 Washington Woods Drive
Centerville OH 45459
INVESTMENT CONSULTING AND RESEARCH
NUMARK Bankers Life Insurance Company of Nebraska P.O. Box 81889
Lincoln NE 68501
LIFE INSURANCE UNDERWRITING AND INVESTMENT CONSULTING
PLANMEMBER ONLINE PlanMember Financial Corporation 6187 Carpinteria Avenue
Carpinteria CA 93013
online financial planning services; online financial ...
PRO ACCOUNT Interstate/Johnson Lane Corporation 2700 NCNB Plaza
Charlotte NC 28280
investment consulting and management services
PROSPER Prosper Management, LLC 2303 Gratiot Blvd.
Marysville MI 48040
Providing financial services, financial risk management, ...
QRS OLD MUTUAL (US) HOLDINGS INC. 200 CLARENDON STREET, 53RD FLOOR
BOSTON MA 02116
investment consulting and research
RENOWNED FOR A REASON CALVIN KLEIN TRADEMARK TRUST C/O WILMINGTON TRUST CO. 1100 North Market Street
Willmington DE 19890
Financial services, providing financial analysis, consultation, ...
RICH INVESTMENT Richardson & Associates, Inc. 2605 Eastwood Drive
Columbus IN 47203
Investment consulting
SAGEPOINT AMERICAN INTERNATIONAL GROUP, INC. 70 Pine Street
New York NY 10270
Financial investment services, administering the issuance, ...
SECOND BUSINESS PIRTLE FINANCIAL, INC. 240 LAFAYETTE CIRCLE
LAFAYETTE CA 94549
INVESTMENT CONSULTING AND MANAGEMENT SERVICES
SEI WEALTH MANAGEMENT SEI DEVELOPMENTS, INC. 680 EAST SWEDESFORD ROAD
WAYNE PA 19087-165
INVESTMENT CONSULTING AND MANAGEMENT SERVICES
SFG Waves Licensing, LLC S-715 One Commerce Center
1201 N. Orange Street
Wilmington DE 19801
Providing financial intermediation services to institutional ...
SGS WEALTH MANAGEMENT SGS Wealth Management, Inc. 3704 Abrams Rd.
Dallas TX 75214
Wealth management services, wealth analysis, financial ...
SIMULA LABS Simula Labs 2321 Rosecrans Avenue
Suite 1265
El Segundo CA 90245
Investment consulting for start-up technology companies
SMARTCUSTODY Greycourt & Co., Inc. 607 College Street
Pittsburgh PA 15232
Investment Consulting
SMARTER TOGETHER Swiss Re Ltd. Mythenquai 50/60CH
Switzerland
Insurance underwriting for all types of ...
SPECIALISTS IN NON-TRADITIONAL INVESTMENTS Mesirow Financial Holdings, Inc. 350 N. Clark Street
Chicago IL 60610
investment consulting, financial management and securities ...
STATE OF GENEROSITY North Carolina Community Foundation, Inc. 4601 Six Forks Road
Suite 524
Raleigh NC 27609
Providing philanthropic services to individuals, corporations ...
STERLING PRIVATE INVESTMENT MANAGEMENT SECURITY PACIFIC BANCORPORATION NORTHWEST P.O. BOX 3966
ONE UNION SQUARE
SEATTLE WA 98124
INVESTMENT CONSULTING AND MANAGEMENT SERVICES
STIFEL NICOLAUS WEALTH STRATEGIST Stifel, Nicolaus & Company, Inc. 500 North Broadway
St. Louis MO 63102
INVESTMENT CONSULTING AND MANAGEMENT SERVICES
SUNTRUST INSTITUTIONAL INVESTMENT ADVISORS SunTrust Banks, Inc MC: FL/ORL 2034
200 South Orange Avenue
Orlando FL 32801
Banking services, investment consulting and advisory ...
SWITZERLAND INVESTMENT GROUP SWITZERLAND INVESTMENT GROUP, LTD 2705 Old Highway Box 1490
Verdi NV 89439
investment consulting for foreign exchange spot ...
SYSTEM-DNA Patel, Maya 127 Dillon St
Lemont Furnace PA 15456
investment consulting
TFS TENNECO INC. 1010 MILAM STREET
HOUSTON TX 77002
INVESTMENT CONSULTING, FINANCIAL PLANNING, AND SECURITIES ...
TFS TENNECO INC. 1010 MILAM STREET
HOUSTON TX 77002
INVESTMENT CONSULTING, FINANCIAL PLANNING, AND SECURITIES ...
THE DESTINATION PORTFOLIO Newport Group, Inc., The 300 International Parkway, Suite 270
Heathrow FL 32746
financial retirement plan services and executive ...
THE INDEPENDENT ADVANTAGE First Western Advisors 46 West Broadway, Suite 200
Salt Lake City UT 84101
investment consulting, stock brokerage and financial ...
THE INDEPENDENT ADVANTAGE First Western Advisors 46 West Broadway, Suite 200
Salt Lake City UT 84101
INVESTMENT CONSULTING, STOCK BROKERAGE AND FINANCIAL ...
THE POWER TO GET MORE OUT OF YOUR MONEY. THE POWER OF FIRST NIAGARA. First Niagara Financial Group, Inc. 6950 S. Transit Road
Lockport NY 140950514
Banking services; checking account services; savings ...
THE PRIME PORTFOLIO John G. Kinnard & Company 920 SECOND AVENUE SOUTH
MINNEAPOLIS MN 55402
investment consulting and management services
THE PRO PROGRAM Interstate/Johnson Lane, Inc. 121 West Trade Street
Suite 1100
Charlotte NC 28202
INVESTMENT CONSULTING AND MANAGEMENT SERVICES
THE WEALTH MANAGEMENT GROUP NORTHERN TRUST CORPORATION 50 SOUTH LASALLE STREET
CHICAGO IL 60675
investment consulting and management services
THE WEALTH MANAGEMENT GROUP Fi-Tek, LLC 333 Thornall St, 2nd Fl
Edison NJ 08837
investment consulting and management services
THE WEALTH MANAGEMENT GROUP CONSULTATIVE, ADMINISTRATIVE AND INVESTMENT SERVICES FOR SUBSTANTIAL FAMILIES Fi-Tek, LLC 333 Thornall St, 2nd Fl
Edison NJ 08837
investment consulting and management services
THE WEALTH MANAGEMENT GROUP CONSULTATIVE, ADMINISTRATIVE AND INVESTMENT SERVICES FOR SUBSTANTIAL FAMILIES Fi-Tek, LLC 333 Thornall St, 2nd Fl
Edison NJ 08837
investment consulting and management services
TIMOTHY T. DAY FOUNDATION Timothy T. Day Foundation, Inc. c/o Weiss Brown, PLLC
6263 North Scottsdale Road, Suite 340
Scottsdale AZ 85250
Providing philanthropic services to individuals, corporations, ...
TRUSTED PRUDENT MANAGEMENT IN THE FINANCIAL MARKETS Prosper Management, LLC 2303 Gratiot Blvd.
Marysville MI 48040
Providing financial services, financial risk management, ...
 

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.