PROVIDING SERVICES INVESTMENT

Brand Owner (click to sort) Address Description
DECISIONS T. ROWE PRICE GROUP, INC. 100 East Pratt Street Baltimore MD 21202 providing services in the investment and financial field, namely, investment brokerage, investment management, investment advice, investment consultation, and retirement investment planning; and providing electronic services via the Internet in the investment and financial field, namely, retirement planning;
EMBEDDED ANALYST Palo Alto Investors 470 University Avenue Palo Alto CA 94301 Providing services in the investment field, namely, investment research, investment management, information-based fundamental analysis and technical analysis, investment advice, and investment consultation;ANALYST;
EMBEDDED INVESTING Palo Alto Investors 470 University Avenue Palo Alto CA 94301 Providing services in the investment field, namely, investment research, investment management, information-based fundamental analysis and technical analysis, investment advice, and investment consultation;INVESTING;
EMBEDDED INVESTOR Palo Alto Investors 470 University Avenue Palo Alto CA 94301 Providing services in the investment field, namely, investment research, investment management, information-based fundamental analysis and technical analysis, investment advice, and investment consultation;INVESTOR;
EMBEDDED RESEARCH Palo Alto Investors 470 University Avenue Palo Alto CA 94301 Providing services in the investment field, namely, investment research, investment management, information-based fundamental analysis and technical analysis, investment advice, and investment consultation;RESEARCH;
ISAVE T. ROWE PRICE GROUP, INC. 100 East Pratt Street Baltimore MD 21202 Providing services in the investment and financial field, namely, administration of employee benefit plans, mutual fund investment, investment brokerage, investment management, asset management, investment advice, investment consultation, financial research, banking, tax consultation, college savings plans, retirement planning, and variable annuities investment; and providing electronic services via the Internet in the investment and financial field, namely, administration of employee benefit plans, mutual fund investment, investment brokerage, investment management, asset management, investment advice, investment consultation, financial research, banking, tax consultation, college savings plans, retirement planning, financial calculators and analyzers, and variable annuities investment;I SAVE;
OFI GLOBAL OPPENHEIMERFUNDS, INC. 225 Liberty Street, 11th Floor New York NY 10281 PROVIDING SERVICES IN THE INVESTMENT AND FINANCIAL FIELDS, NAMELY, INVESTMENT MANAGEMENT, ASSET MANAGEMENT, FINANCIAL ADMINISTRATION OF MUTUAL FUNDS AND OTHER INVESTMENT COMPANIES, SEPARATELY MANAGED ACCOUNTS, TRUST COMPANY ACCOUNTS, RETIREMENT PLANS, COLLEGE SAVINGS PLANS AND OTHER INVESTMENT PLANS AND PROGRAMS; TRANSFER AGENT AND SHAREHOLDER SERVICES CONCERNING THE PURCHASE AND SALE OF SECURITIES, INVESTMENT ADVICE, FINANCIAL AND INVESTMENT SERVICES, namely, MANAGEMENT AND BROKERAGE IN THE FIELD OF STOCKS, BONDS, OPTIONS, COMMODITIES, FUTURES AND OTHER SECURITIES, AND THE INVESTMENT OF FUNDS OF OTHERS; INVESTMENT ADVISORY SERVICES; FINANCIAL AND INVESTMENT CONSULTATION, FINANCIAL AND INVESTMENT RESEARCH, TRUST COMPANY SERVICES, RETIREMENT PLANNING; MONITORING INVESTMENT VALUE AND FINANCIAL EVALUATIONS REGARDING ASSET ALLOCATION, RISK, TOLERANCE, FINANCIAL ALTERNATIVE PLANS AND INVESTMENT PERFORMANCE OVER SELECTED TIME FRAMES; INVESTMENT ADVICE TO EMPLOYEE BENEFIT PLANS; FINANCIAL PLANNING AND INVESTMENT ADVISORY SERVICES; CHECK PROCESSING AND CHECK WRITING SERVICES, NAMELY, COORDINATING CHECK PROCESSING; ASSISTING OTHERS WITH FINANCIAL TRANSACTIONS FOR INVESTMENT COMPANIES, ELECTRONIC FUNDS TRANSFER, WIRE AND OTHER PAYMENT SERVICES; PROVIDING INFORMATION BY PHONE, IN WRITING AND BY ONLINE MEANS IN THE FIELDS OF INVESTMENT ACCOUNT INFORMATION AND FINANCIAL RESEARCH;OPPENHEIMER FUNDS INC GLOBAL;GLOBAL;
 

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.