MANAGING ADMINISTERING INVESTMENT

Brand Owner (click to sort) Address Description
DAVIS FUNDS DAVIS SELECTED ADVISERS, L.P. 2949 E Elvira Road, Suite 101 Tucson AZ 85756 Managing and administering of investment vehicles known as investment companies, principally, open end investment companies mutual funds investment, mutual fund distribution and mutual fund brokerage;FUNDS;
YIELD TILT BLACKROCK INSTITUTIONAL TRUST COMPANY, NATIONAL ASSOCIATION 400 HOWARD STREET SAN FRANCISCO CA 94105 Managing and Administering the Investment of Account Assets;
 

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.