MUTUAL FUND ADVISORY SERVICES

Brand Owner (click to sort) Address Description
1784 FUNDS Bank of Boston Corporation 100 Federal Street Boston MA 02110 mutual fund advisory services;FUNDS;
AQUILA GROUP OF FUNDS AQUILA DISTRIBUTORS 120 WEST 45TH STREET SUITE 3600 NEW YORK NY 10036 MUTUAL FUND ADVISORY SERVICES, MUTUAL FUND BROKERAGE, MUTUAL FUND DISTRIBUTION, MUTUAL FUND INVESTMENT SERVICES, INVESTMENT MANAGEMENT;GROUP OF FUNDS;
BOSTON 1784 FUNDS BANK OF AMERICA CORPORATION 100 North Tryon Street Charlotte NC 28255 MUTUAL FUND ADVISORY SERVICES;BOSTON and FUNDS;
BOSTON 1784 FUNDS BANK OF AMERICA CORPORATION 100 North Tryon Street Charlotte NC 28255 MUTUAL FUND ADVISORY SERVICES;BOSTON and FUNDS;
BOSTON 1784 FUNDS BankBoston Corporation, a corporation 100 Federal Street Boston MA 02110 MUTUAL FUND ADVISORY SERVICES;BOSTON and FUNDS;
COLUMBUS MANAGED FUTURES MUTUAL FUND INDEX Columbus Global Advisors 91 Clinton Avenue Nyack NY 10960 Mutual fund advisory services; Mutual fund analysis services; Mutual fund investment;Investable indices for financial product development, namely, providing and updating a financial index;MANAGED FUTURES MUTUAL FUND INDEX;
EMIRATES MUTUAL FUNDS EXCHANGE Pavel Belogour 20 Morses Pond Rd Wellesley MA 02482 Mutual fund advisory services; Mutual fund analysis services; Mutual fund brokerage; Mutual fund development services; Mutual fund distribution; Mutual fund investment; Mutual fund planning services; Mutual funds and capital investment; Broker-dealer financial services in the field of Mutual Funds;MUTUAL FUNDS EXCHANGE;
FACTORS THAT MATTER SPROTT INC. Royal Bank Plaza, South Tower 200 Bay Street, Suite 2700 Toronto, Ontario M5J2J1 Canada mutual fund advisory services, investment management and advisory services, securities brokerage, financial asset management, financial planning, hedge fund management financial services, namely, operation and management of hedge funds, and providing financial market news and commentary;
FFV SCORECARD Trinity Fiduciary Partners 325 S. Mesquite Street, Suite 104 Arlington TX 76010 Mutual fund advisory services;SCORECARD;
LONG ALPHA CS Advisors #305 3650 FILLMORE ST San Francisco CA 94123 Mutual fund advisory services; Mutual funds and capital investment;
MOSAIC FUNDS Brubaker, Brant A. 308 Brook Lane McKinney TX 75069 Mutual fund advisory services;FUNDS;
PACIFIC CAPITAL FUNDS BANK OF HAWAII CORPORATION 130 Merchant Street Honolulu HI 96813 Mutual fund advisory services;CAPITAL FUNDS;
RISKX FolioMetrix 1000 SW Broadway Suite 1010 Portland OR 97205 Mutual fund advisory services; Mutual fund planning services; Mutual fund investment; Mutual fund development services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, financial asset allocation and portfolio construction; Management of securities portfolios; Financial portfolio management; Financial portfolio analysis services; Global investment research services; Providing information and research in the field of finance and financial investments; financial analysis and research services;RISK X;
SECURIAN ASSET MANAGEMENT SECURIAN FINANCIAL GROUP, INC. 400 Robert Street North St. Paul MN 55101 Mutual fund advisory services, investment advisory services and financial asset management services; Origination and servicing of commercial mortgages and other commercial loans;ASSET MANAGEMENT;
STELLARSELECT BANK OF AMERICA CORPORATION 100 North Tryon Street Charlotte NC 28255 mutual fund advisory services;STELLAR SELECT;
STELLARSELECT FIS Securities, Inc. 75 State Street Boston MA 02109 mutual fund advisory services;STELLAR SELECT;
STEWARD MUTUAL FUNDS CAPSTONE FINANCIAL SERVICES, INC. Suite 250 3700 West Sam Houston Parkway South Houston TX 77042 Mutual fund advisory services; Mutual fund investment; Mutual fund planning services; Establishing mutual funds for others;MUTUAL FUNDS;
THE CRUELTY FREE INVESTING INDEX The Humane Living & Index Funds 82 Cayman Isles Blvd. Englewood FL 34223 Mutual fund advisory services; Mutual fund analysis services; Mutual fund brokerage; Mutual fund development services; Mutual fund distribution; Mutual fund investment; Mutual fund planning services; Mutual funds and capital investment; Advisory services relating to mutual funds; Broker-dealer financial services in the field of Mutual Funds; Establishing mutual funds for others;Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Providing financial indices based on selected groups of securities; Providing financial indices of select securities to enable consumers to evaluate investments and market trends in the securities market; Providing a financial index in the nature of quantitative measurements for analyzing investor attitudes; Providing and updating a financial index; Providing and updating a financial index of securities values and classification, analysis, and reporting thereof;INVESTING INDEX;
 

Where the owner name is not linked, that owner no longer owns the brand

   
Technical Examples
  1. The fair value of a fund is determined by analyzing various factors indicative of how each underlying asset of the fund would be valued on the open market. The fund may be an international mutual fund that includes underlying assets, which include international equities. Because some of the underlying assets may not be traded in a liquid market at the time of valuation of the fund, a reliable estimate of the value of such underlying assets must be made based on available data related through historical correlations. The fair value of the fund is determined based on the estimated or actual values of each of the underlying assets.