MARKETING INVESTMENT SERVICES

Brand Owner Address Description
"CONCIERGE" LIFETIME PLANNING Ellenbecker Investment Group, Inc. Suite 200 N35 W23877 Highfield Court Pewaukee WI 53072 Marketing of Investment Services;Concierge Lifetime Planning;
 

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.