INVESTMENT PLANNING

Brand Owner (click to sort) Address Description
GREAT PEOPLE GREAT CLIENTS Windham Brannon, P.C. Atlanta GA 30309 Investment planning, personal financial planning, financial advice for start-up companies, estate planning;Tax planning, sales tax recovery accounting services, strategic business planning and business advice for start-up companies;Litigation support services;
IT'S ABOUT TIME Montazami, Khash 7003 Maple Tree Lane Springfield VA 22152 Investment Planning, Counseling, & Brokerage Services. Provide Investment and Financial Services and Advice. Service & Advise Bank Establishments.;IT IS ABOUT TIME;
PROTECTING PROFITS- LOWERING EXPENSES- MAXIMIZING INCOME Wealthkare.Com, Inc. 11898 Arrowhead Way Mount Union PA 17066 Investment planning, retirement planning in the nature of financial planning for retirement, investment expense management, retirement income planning, guaranteed income planning, financial planning;
 

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.