INVESTMENT PLANNING

Brand Owner (click to sort) Address Description
401(K) ADVANTAGE Townsend and Associates, Inc. 2761 W. 120th Avenue, Suite 200
Westminster CO 80234
Financial planning and investment management services,...
ACCREDITED INVESTORS INC. REAL. LIFE. PLANNING. Accredited Investors, Inc. 5200 West 73rd Street
Edina MN 55439
Financial planning services, financial analysis, consultation...
ALCAR ALCAR GROUP, INC., THE SUITE 600
5215 OLD ORCHARD ROAD
SKOKIE IL 600771035
MANAGEMENT CONSULTING SERVICES IN THE FIELD...
CATHOLIC UNITED FINANCIAL CATHOLIC UNITED FINANCIAL 3499 LEXINGTON AVENUE NORTH
ST. PAUL MN 55126
Print publications, brochures, information sheets, illustrations,...
CATHOLIC UNITED FINANCIAL CATHOLIC UNITED FINANCIAL 3499 LEXINGTON AVENUE NORTH
ST. PAUL MN 55126
Providing on-line publications, brochures, information sheets,...
EFFICIENT ARCHITECTURE Evercore Partners Services East LLC 55 East 52nd Street, 38th Floor
New York NY 10055
Financial services, investment management services, asset...
EVERSHORE FINANCIAL GROUP Evershore Financial Group, Inc. Suite 106
7284 West Palmetto Park Road
Boca Raton FL 33433
financial advisory, consultancy and investment services,...
FIDELITY TARGET INCOME MIX FMR LLC 82 Devonshire Street
Boston MA 02109
Financial services, investment planning for retirement
GREAT PEOPLE GREAT CLIENTS Windham Brannon, P.C. The Peachtree
Suite 200 1355 Peachtree Street
Atlanta GA 30309
Investment planning, personal financial planning, financial...
I.R.I.S. Innovative Retirement Income Solutions (IRIS), LLC Suite 120
805 Executive Center Drive West
St. Petersburg FL 33702
Providing information and advice in the...
INNOVATIVE RETIREMENT INCOME SOLUTIONS Innovative Retirement Income Solutions (IRIS), LLC Suite 120
805 Executive Center Drive West
St. Petersburg FL 33702
Providing information and advice in the...
IT'S ABOUT TIME Montazami, Khash 7003 Maple Tree Lane
Springfield VA 22152
Investment Planning, Counseling, & Brokerage Services....
OPTIMUM INVESTMENT ADVISORS GRAVER, BOKHOF, GOODWIN & SULLIVAN, L.P. 100 South Wacker Drive
Chicago IL 60606
Registered Investment Advisor; Investment Advisory Services;...
PHYSICIAN ADVISORY RESOURCES Physician Advisory Resources, LLC 2501 Galen Drive
Champaign IL 61821
investment planning and management services for...
REO LEASING SOLUTIONS Reverse Mortgage Solutions, Inc. 2727 Spring Creek Drive
Spring TX 77373
Financial asset management services, management of...
REO LEASING SOLUTIONS Reverse Mortgage Solutions, Inc. 2727 Spring Creek Drive
Spring TX 77373
Financial asset management services, management of...
RMS ASSET MANAGEMENT GROUP Reverse Mortgage Solutions, Inc. 2727 Spring Creek Drive
Spring TX 77373
Financial asset management services, management of...
RMS ASSET MANAGEMENT GROUP Reverse Mortgage Solutions, Inc. 2727 Spring Creek Drive
Spring TX 77373
Financial asset management services, management of...
RMS ASSET MANAGEMENT SOLUTIONS Reverse Mortgage Solutions, Inc. 2727 Spring Creek Drive
Spring TX 77373
Financial asset management services, management of...
RMS ASSET MANAGEMENT SOLUTIONS Reverse Mortgage Solutions, Inc. 2727 Spring Creek Drive
Spring TX 77373
Financial asset management services, management of...
S3 Reverse Mortgage Solutions, Inc. 2727 Spring Creek Drive
Spring TX 77373
Financing and loan services, loan servicing...
SHAWMUT Dominant Brands LLC 28-42 210th Street
Bayside NY 11360
Banking and financial services, investment planning...
SPECIALTY SERVICING SOLUTIONS Reverse Mortgage Solutions, Inc. 2727 Spring Creek Drive
Spring TX 77373
Financing and loan services, loan servicing...
STRAIGHT TALK Meredith Corporation 1716 Locust Street
Des Moines IA 503093023
printed publications, a section of a...
TECH SECURE LBW Insurance & Financial Services, Inc. 28055 Smyth Drive
Valencia CA 91355
Insurance agency and brokerage; insurance services...
THE WEALTH QUOTIENT Hosted Solutions Acquisition LLC 4321 Lassiter at North Hills Avenue
Suite 200
Raleigh NC 27609
Insurance and financial services, investment 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.