MUTUAL FUNDS INVESTMENT ADVISORY SERVICES

Brand Owner (click to sort) Address Description
OVB One Valley Bancorp of West Virginia, Inc. Summers and Lee Sts. Charleston WV 25301 mutual funds investment advisory services;
OVB FAMILY OF FUNDS One Valley Bancorp of West Virginia, Inc. Summers and Lee Sts. Charleston WV 25301 mutual funds investment advisory services;FAMILY OF FUNDS;
OVB FUNDS One Valley Bancorp of West Virginia, Inc. Summers and Lee Sts. Charleston WV 25301 mutual funds investment advisory services;FUNDS;
 

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

   
Technical Examples
  1. Described herein is method of managing an investment portfolio having a plurality of investment funds, said managing method comprising establishing an allocation of assets among said investment funds and rebalancing said investment funds substantially back to said allocation on a periodic basis. Also described is a method wherein the rebalancing back to the allocation is initiated in response to a transaction, such as a withdrawal loan issue, or change in allocation, in one or more of the funds.