INVESTMENT CONSULTING ADMINISTRATION

Brand Owner (click to sort) Address Description
DEAN WITTER PORTFOLIO ARCHITECT DEAN WITTER REYNOLDS INC. Two World Trade Center New York NY 10048 investment consulting and administration, namely, asset allocation for proprietary mutual funds;
MORGAN STANLEY DEAN WITTER PORTFOLIO ARCHITECT MORGAN STANLEY DEAN WITTER & CO. 1585 Broadway New York NY 10036 Investment consulting and administration, namely, asset allocation for proprietary mutual funds;PORTFOLIO;
VAN KAMPEN PORTFOLIO ARCHITECT VAN KAMPEN FUNDS INC. One Parkview Plaza P.O. Box 5555 Oakbrook Terrace IL 601815555 Investment consulting and administration, namely, asset allocation for proprietary mutual funds over a global computer network;
 

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.