INVESTMENT MANAGEMENT SERVICES INVESTMENT

Brand Owner (click to sort) Address Description
ARNHOLD LLC Arnhold 1370 Avenue of the Americas New York NY 10019 Investment management services and investment advisory services for private investment funds, institutional accounts and high net worth individuals;LLC;
CAPITAL MANAGEMENT ADVISORY GROUP, LLC CMA Advisory Group Suite 143 6220 South Orange Blossom Trail Orlando FL 32809 Investment management services and investment advisory services, all pertaining to listed and OTC stocks, preferreds, mutual funds, exchange traded funds, equity based insurance products, REITs, American Depositary Receipts (ADRs), listed options, and foreign securities, fixed income products, namely, U.S. government bonds, notes and bills, municipal bonds, both general obligation and revenue, corporate bonds, all grades, mortgage backed securities, annuities, bullet contracts, money market funds, mutual funds including junk bonds and variable rates;MANAGEMENT ADVISORY GROUP;
CLEARMARK CAPITAL LLC ClearMark Capital 9 Brightfield Lane Westport CT 06880 Investment management services and investment of funds for others;CLEAR MARK CAPITAL LLC;CAPITAL LLC;
MENTOR FUNDS Mentor Investment Group 901 East Byrd Street Richmond VA 23219 investment management services and investment brokerage services;FUNDS;
MENTOR INVESTMENT GROUP Mentor Investment Group 901 East Byrd Street Richmond VA 23219 investment management services and investment brokerage services;INVESTMENT GROUP;
MENTOR TRUST COMPANY A MENTOR COMPANY Mentor Investment Group 901 East Byrd Street Richmond VA 23219 investment management services and investment brokerage services;TRUST COMPANY and COMPANY;
MENTOR WISDOM Mentor Investment Group 901 East Byrd Street Richmond VA 23219 investment management services and investment brokerage services;
MENTOR WISDOM Wheat First Union 901 East Byrd Street Richmond VA 23219 Investment management services and investment brokerage services;
PAI PRUDENTIAL INSURANCE COMPANY OF AMERICA, THE 751 Broad Street Newark NJ 07102 INVESTMENT MANAGEMENT SERVICES AND INVESTMENT ADVICE;
PAT PROGRAM Investment Advisory of Lee County 38 Barkley Circle Suite 1 Fort Myers FL 33907 Investment management services for investment companies, insurance companies, and individual and institutional investors in International Class 036.;
PRUDENTIAL AFFILIATED INVESTORS PRUDENTIAL INSURANCE COMPANY OF AMERICA, THE 751 Broad Street Newark NJ 07102 INVESTMENT MANAGEMENT SERVICES AND INVESTMENT ADVICE;AFFILIATED INVESTORS;
THE CONSTANTIVITY THEORY Berman Capital Management LP 152 West 57th Street New York NY 10019 Investment management services and investment advisory services;THE CONSTANT ACTIVITY THEORY;THEORY;
THE CROCODILE APPROACH Berman Capital Management LP 152 West 57th Street New York NY 10019 Investment management services and investment advisory services;APPROACH;
VERAX Verax Management Corporation 222 Berkely Street, Suite 1600 Boston MA 02116 investment management services and investment consultation services;
WEALTHPLACE Wealthplace, Inc. 149 Fifth Avenue, 15th Floor New York NY 10010 INVESTMENT MANAGEMENT SERVICES AND INVESTMENT MANAGEMENT SERVICES PROVIDED VIA A GLOBAL COMPUTER INFORMATION NETWORK;WEALTH PLACE;
 

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.