INVESTMENT PRODUCTS

Brand Owner (click to sort) Address Description
CASHFLOW UNITS McGowan Publishing Company, Inc. 300 Crescent Court, Suite 1776 Dallas TX 75201 Investment products, namely, wealth management and performance tracking, and providing financial advisory and financial portfolio management services;CASHFLOW;
GREENWAVE INVESTMENT ADVISORS OPTIMA INVESTMENT RESEARCH, INC. 509 Hazel Ave. Glencoe IL 60022 Investment products, namely, books in the field of finance; research reports in the field of finance; newsletters in the field of finance, containing financial information and advice, financial portfolio management, and financial consultation in the field of security index development;Investment services, namely, providing financial information and advisory services, financial portfolio management, and financial consultation in the field of security index development;GREEN WAVE INVESTMENT ADVISORS;INVESTMENT ADVISORS;
TD GREYSTONE ASSET MANAGEMENT Greystone Capital Management Inc. 1230 Blackfoot Drive, 300 Park Centre Regina, Saskatchewan S4S7G4 Canada Investment products, namely, mutual funds, mutual fund investment advisory and mutual fund brokerage services, private funds, private fund investment advisory and private fund brokerage services and collective investment trusts, collective investment trust investment advisory and collective investment trust brokerage services; investment management services; mortgage banking services; real estate; real estate property management services;
 

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.