MUTUAL FUND BROKERAGE

Brand Owner (click to sort) Address Description
"THE BEST IS YET TO BE" AMERICAN CENTURY PROPRIETARY HOLDINGS, INC. 4500 Main Street Kansas City MO 64111 mutual fund brokerage, mutual fund distribution and mutual fund investment services;
@RGENTUM @rgentum Management and Research Corporation Les Cours Mont-Royal 1555 Peel Street Suite 901 Montreal, Quebec H3A 3L8 Canada MUTUAL FUND BROKERAGE; MUTUAL FUND INVESTMENT; FINANCIAL SERVICES, NAMELY, PROVIDING INVESTMENT SECURITIES AND INVESTMENT ANALYSIS; AND, FINANCIAL ADVISING, NAMELY, PROVIDING INVESTMENT COUNSELING AND PORTFOLIO MANAGEMENT;ARGENTUM;
AIM INVESCO AIM MANAGEMENT GROUP, INC. 1555 PEACHTREE STREET, NE ATLANTA GA 30309 mutual fund brokerage, management, investment advisory and distribution services;
AIM INVESCO AIM MANAGEMENT GROUP, INC. 1555 PEACHTREE STREET, NE ATLANTA GA 30309 Mutual fund brokerage, management, investment advisory, and distribution services;
AIM DIRECT INVESCO AIM MANAGEMENT GROUP, INC. 1555 PEACHTREE STREET, NE ATLANTA GA 30309 Mutual fund brokerage, management, investment advisory, and distribution services;
AIM FUNDS INVESCO AIM MANAGEMENT GROUP, INC. 1555 PEACHTREE STREET, NE ATLANTA GA 30309 mutual fund brokerage, management, investment advisory and distribution services;FUNDS;
AIM INSTITUTIONAL FUNDS INVESCO AIM MANAGEMENT GROUP, INC. 1555 PEACHTREE STREET, NE ATLANTA GA 30309 mutual fund brokerage, management, investment advisory and distribution services;INSTITUTIONAL FUNDS;
AIM INSTITUTIONAL FUNDS A I M Management Group Inc. 11 Greenway Plaza, Suite 1919 Houston TX 770461173 mutual fund brokerage, management, investment advisory and distribution services;INSTITUTIONAL FUNDS;
AIM INVESTMENTS INVESCO AIM MANAGEMENT GROUP, INC. 1555 PEACHTREE STREET, NE ATLANTA GA 30309 Mutual fund brokerage, management, investment advisory, and distribution services;INVESTMENTS;
AIM INVESTMENTS INVESCO AIM MANAGEMENT GROUP, INC. 1555 PEACHTREE STREET, NE ATLANTA GA 30309 Mutual fund brokerage, management, investment advisory, and distribution services;INVESTMENTS;
AIM INVESTOR INVESCO AIM MANAGEMENT GROUP, INC. 1555 PEACHTREE STREET, NE ATLANTA GA 30309 mutual fund brokerage, management, investment advisory and distribution services;INVESTOR;
AIM LIFETIME AMERICA INVESCO AIM MANAGEMENT GROUP, INC. 1555 PEACHTREE STREET, NE ATLANTA GA 30309 Mutual fund brokerage, management, investment advisory, and distribution services;
AIM LINK INVESCO AIM MANAGEMENT GROUP, INC. 1555 PEACHTREE STREET, NE ATLANTA GA 30309 mutual fund brokerage, management, investment advisory and distribution services provided by electronic means;LINK;
AIM TRIMARK INVESCO AIM MANAGEMENT GROUP, INC. 1555 PEACHTREE STREET, NE ATLANTA GA 30309 Mutual fund brokerage, management, investment advisory and distribution services;
AIM TRIMARK AIM Funds Management Inc. 5140 Yonge Street, Suite 900 Toronto, Ontario M2N 6X7 Canada Mutual fund brokerage, management, investment advisory and distribution services;
AMERICAN CENTURY AMERICAN CENTURY PROPRIETARY HOLDINGS, INC. 4500 Main Street Kansas City MO 64111 Mutual Fund Brokerage, Mutual Fund Distribution and Mutual Fund Investment Services;The lining shown in the drawing is a feature of the mark and not intended to indicate color.;
AMERICAN CENTURY American Century Services, Inc. 4500 Main Street Kansas City MO 64111 Mutual Fund Brokerage, Mutual Fund Distribution and Mutual Fund Investment Services;The lining shown in the drawing is a feature of the mark and not intended to indicate color.;
AMERIFLEX AMERITRADE, INC. 1005 Ameritrade Place Bellevue NE 68005 mutual fund brokerage;
ARCHWAY LEGACY FAMILY OF FUNDS D.L. MOODY TRUST COMPANY, N.A. 820 North LaSalle Boulevard Chicago IL 606103284 Mutual fund brokerage, estate trust management, financial planning, financial forecasting, financial management and financial services in the nature of an investment security;FAMILY OF FUNDS;
ARGENTUM @rgentum Management and Research Corporation Les Cours Mont-Royal 1555 Peel Street Suite 901 Montreal, Quebec H3A 3L8 Canada MUTUAL FUND BROKERAGE; MUTUAL FUND INVESTMENT; FINANCIAL SERVICES, NAMELY, PROVIDING FINANCIAL INVESTMENT SERVICES IN THE FIELD OF SECURITIES, AND PROVIDING FINANCIAL INVESTMENT ANALYSIS FOR OTHERS; AND FINANCIAL ADVISING, NAMELY, PROVIDING INVESTMENT COUNSELING AND PORTFOLIO MANAGEMENT;The word Argentum may be translated as silver.;
ARMED FORCES FUNDS Vangeli, Arthur J. 1851 S. Christy Lane Las Vegas NV 89142 MUTUAL FUND BROKERAGE, INVESTMENT AND DISTRIBUTION SERVICES DIRECTED AT MEMBERS OF THE ARMED SERVICES;FUNDS;
BADGER STATE EQUITY FUND MIDWOOD REGENT ADVISORY GROUP INC. 55 East 86th Street Apartment 15A New York NY 10028 mutual fund brokerage;
BISHOP STREET FUNDS FIRST HAWAIIAN BANK 999 BISHOP STREET, 8TH FLOOR HONOLULU HI 96813 mutual fund brokerage, distribution, and investment services;BISHOP STREET FUNDS;
BT PRESERVATIONPLUS FUND BANKERS TRUST COMPANY New York NY mutual fund brokerage, mutual fund investment and mutual fund distribution offered in connection with defined contribution employee benefit plans;FUND;
BUFFALO KORNITZER CAPITAL MANAGEMENT INC 5420 W 61ST PLACE SHAWNEE MISSION KS 662053084 mutual fund brokerage, mutual fund distribution and mutual fund investment services;
BUFFALO Kornitzer Capital Management, Inc. 7715 Shawnee Mission Parkway Shawnee Mission KS 66208 mutual fund brokerage, mutual fund distribution and mutual fund investment services;
BUILDING YOUR FUTURE ON OUR STRENGTH PRUDENTIAL INSURANCE COMPANY OF AMERICA, THE 751 Broad Street Newark NJ 07102 mutual fund brokerage, distribution and investment;
BUILDING YOUR FUTURE ON OUR STRENGTH PRUDENTIAL INSURANCE COMPANY OF AMERICA, THE 751 Broad Street Newark NJ 07102 Mutual fund brokerage, distribution and investment;
BUSINESS PEOPLE BUYING BUSINESSES INVESCO TRIMARK LTD. 1555 PEACHTREE STREET, NE ATLANTA GA 30309 Mutual fund brokerage, management, investment advisory and distribution services;
CHASE VISTA CHASE MANHATTAN CORPORATION, THE 270 Park Avenue New York NY 100172070 mutual fund brokerage, distribution and investment;
CONTRAFUND FMR 245 Summer Street Boston MA 02210 MUTUAL FUND BROKERAGE, DISTRIBUTION AND INVESTMENT SERVICES;
CORE GOLDMAN SACHS & CO. 200 West Street New York NY 10282 Mutual fund brokerage, distribution, and investment services; hedge fund brokerage, distribution, and investment services;
DAIRYLAND EQUITY FUND MIDWOOD REGENT ADVISORY GROUP INC. 55 East 86th Street Apartment 15A New York NY 10028 mutual fund brokerage;DAIRY LAND EQUITY FUND;EQUITY FUND;
DELIVERING A BETTER TOMORROW Nomura Holdings Kabushiki Kaisha 1-9-1 Nihonbashi, Chuo-ku Tokyo 103-8645 Japan Mutual fund brokerage; financial services, namely, issuance and brokerage of beneficiary securities of contractual-type investment trust; investment trust management; provision of financial information relating to investment trust; financial services, namely, providing administrative agents for investment of trust assets for trust fund; financial investment services, namely, administering the issuance of beneficiary securities; financial asset management, namely, issuance of dividends from trust assets and redemption money of trust asset; capital investment; financial consulting relation to capital investments; provision of financial information as to capital investments; financial research and analysis relating to securities investment; management of capital investment; financial portfolio management; financial analysis of capital investment; financial analysis; financial evaluation relating to securities and other financial instruments; financial management; banking services, namely, acceptance of deposits and acceptance of fixed interval installment deposits; loan financing and discount of bills; banking services, namely, domestic exchange settlement; banking services, namely, liability guarantee and acceptance of bills; securities lending; acquisition and transfer of monetary claims; safety deposit box services, namely, safekeeping of valuables including securities and precious metals; money exchange; trusteeship of financial futures contracts; trusteeship of money, securities, monetary claims, personal property, land, rights on land fixtures, surface rights or lease on land; agencies in the field of bonds; foreign exchange transactions; issuing letters of credit; brokerage for hire-purchase; financial brokerage of credit purchase; securities brokerage; trading of securities index futures; trading of securities options; trading of overseas market securities futures; agencies for brokerage of securities, securities index futures, securities options, and overseas market securities futures; agencies for brokerage of entrusting agents with on-commission trading in domestic markets of securities, securities index futures and securities options; agencies for brokerage of entrusting agents with on-commission trading in overseas markets of securities, and securities index futures; agencies for brokerage of forward agreement of securities, for forward agreement of securities index futures, for forward agreement of securities options, spot and forward transaction of securities index futures; brokerage for securities liquidation; securities underwriting; securities brokerage; providing stock market information; agencies for commodity futures trading; provision of capital investment as to securities; financial advice as to capital investment based on investment advisory agreement and capital investment based on discretionary investment contract; financial custody services, namely, servicing and management of financial assets; financial custody services, namely, commission of servicing and management of financial assets; financial consultancy and advice as to asset formation, servicing and management; provision of financial information as to asset formation, servicing and management; financial research as to securities investment; provision of financial information relating to taxes; life insurance brokerage; life insurance underwriting; insurance agencies for non-life insurance; claim adjustment for non-life insurance; non-life insurance underwriting; insurance premium rate computing; providing financial information relating to buildings and land; providing financial assessment of company credit; safety deposit box services, namely, undertaking of fine gold deposit; pension fund management; charitable fund raising; rental of paper money and coin counting or processing machines; rental of cash dispensers or automated-teller machines; provision of financial information; financial research as to financial and securities market and provision of financial information as to financial and securities market;Advertising and publicity services; business management analysis, consultancy and administration; marketing research; provision of business information relating to business management, business enterprise, business, economics and commerce; business management and administration; marketing; provision of economics statistical information; business research and analysis as to economic trend and provision of information relating thereto; economic forecasting and analysis; business analysis and forecasting as to economic performance and consultancy thereof; business research as to economic performance; business analysis of economic performance statistics; business analysis of economic situation and business situation and provision of business information relating to economic situations and business situations; compilation of statistics; statistical analysis; provision of statistical information relating to sale of goods, consumers' expenditure, economic forecasting and market analysis; preparation and analysis of business statistics; business consultancy as to business statistics; business consultancy, advice and consulting as to organization management and personnel management in working places and companies; business advice and consultancy as to shakeout and organization management of organizations and companies; business strategy and management organization planning, advice and information; business management, business operation and business organization support and advice; business organization analysis, advice and consulting; personnel management and business organization management advice, consultancy information; operational efficiency improvement advice and consultancy; business efficiency expert consulting services; business analysis, advice and consulting as to office work management in companies; business advice, analysis and consultancy as to increasing workers' incentive to work; business advice and consultancy; marketing advice and consultancy; public administration management analysis and consultancy; public administration management analysis and consultancy relating to government and local governments; business management advice and consultancy relating to the offering of stock to the public; business planning and advice of offering of stock to the public, and appraisal and calculation of stock; business management analysis to private companies relating to the offering of stock to the public; business advice and consultancy as to capital policy of business; business assessment, research and consulting as to business management and administration; business management consulting; business consulting as to sales, acquisition and merger of companies; business research as to economic issues; business research as to economic trend in foreign countries and regions; public policy research service; public policy research relating to international politics issue; data processing services by computer;New product design services relating to machines, apparatus, instruments or systems composed of such machines, apparatus and instruments; computer software design, computer programming; computer software maintenance; technological advice relating to computers, automobiles and industrial machines; rental of computers; leasing of computer programs; leasing of software applications; leasing of computer software; hosting of web sites; rental of server memory space; rental of server memory space on the Internet; hosting the web sites of others through cloud computing; server hosting; computer software research, analysis and advice as it relates to computer software design, computer programming, and maintenance of computer software; provision of computer software information as to computer software design, computer programming, and maintenance of computer software; configuration, enhancement and updating of computer software; computer network design; design research, analysis and advice relating to communication network system; design and creating of computer systems; research, analysis and advice relating to design and creation of computer systems; provision of information as to design and creation of computer systems; creating or maintaining web sites for others; providing user authentication services using biometric hardware and software technology for e-commerce transactions; creating home pages on the Internet for others; rental of servers for the Internet; technical support services, namely, computer software fault diagnosis and virus check of computer software; computer security service, namely, restricting access to and by computer networks to and of undesired web sites, media and individuals and facilities; diagnosis and consulting as to security of communication network systems; verification of behavior of computer software; advice as to verification of behavior of computer software; monitoring of computer systems by remote access to ensure proper functioning; monitoring of fault of communication network system by remote access to ensure proper functioning; computer security services, namely, on-line scanning, detecting, quarantining and eliminating of viruses, worms, trojans, spyware, adware, malware and unauthorized data and programs on computers and electronic devices, and protection against theft of internet information and online information by password and keeping out hackers providing information relating thereto;
DESTINY FMR CORP. 82 Devonshire Street Boston MA 02109 MUTUAL FUND BROKERAGE, DISTRIBUTION AND INVESTMENT SERVICES;
DESTINY FMR CORP. 82 Devonshire Street Boston MA 02109 MUTUAL FUND BROKERAGE, DISTRIBUTION AND INVESTMENT SERVICES;
EMVEE AMERICAN CENTURY PROPRIETARY HOLDINGS, INC. 4500 Main Street Kansas City MO 64111 Mutual fund brokerage, mutual fund distribution and mutual fund investment services;
EXCELSIOR FUNDS U.S. TRUST COMPANY OF NEW YORK 114 WEST 47TH STREET NEW YORK NY 10036 mutual fund brokerage; mutual fund distribution; and mutual fund investment services;FUNDS;
FASCIANOFUNDS FascianoFunds Management 1300 Kennicott Drive Lake Forest IL 60045 Mutual fund brokerage; mutual fund distribution; mutual fund investment; investment counseling services; investment services, namely asset management; financial services, namely providing an SEC-registered, publicly traded mutual fund;FASCIANO FUNDS;
FIDELITY FIFTY FMR 245 Summer Street Boston MA 02210 MUTUAL FUND BROKERAGE, DISTRIBUTION AND INVESTMENT SERVICES;FIDELITY 50;FIFTY;
G.DISTRIBUTORS GAMCO INVESTORS, INC. One Corporate Center Rye NY 105801422 Mutual fund brokerage;GAMCO. DISTRIBUTORS;
GATEWAY Shuaa Capital psc. P.O. Box 31045 Dubai Arab Emirates Mutual fund brokerage, mutual fund distribution, fund investments, capital investment services, money exchanging, fiscal valuations; financing services, namely, financial management, financial analysis, financial consultancy, providing financial information; stock exchange price quotations; trusteeship representatives; fiduciary representatives; commercial lending services, namely, lending against security; financial management advisory services;Business management assistance; business appraisals; business consultancy; business information; business inquiries; cost price analysis; economic forecasting, compilation of statistics, business management advisory services;
INVESCO LIQUIDITY LINK INVESCO HOLDING COMPANY LIMITED 1555 Peachtree Street, NE Atlanta GA 30309 Mutual fund brokerage, investment management, and investment advisory services provided by electronic means; financial investment services, namely, distribution of annuity funds and securities by electronic means;LIQUIDITY LINK;
INVEST IN OUR THINKING AMERICAN CENTURY SERVICES CORPORATION 4500 Main Street Kansas City MO 64111 mutual fund brokerage, mutual fund distribution and mutual fund investment services;
INVEST WITH DISCIPLINE INVESCO AIM MANAGEMENT GROUP, INC. 1555 PEACHTREE STREET, NE ATLANTA GA 30309 mutual fund brokerage, management, investment advisory and distribution services;
INVESTING IN CHANGE Keeley Asset Management Corp Suite 1201 401 South LaSalle Chicago IL 60605 mutual fund brokerage; mutual fund distribution; mutual fund investment; capital investment consultation; equity capital investment; management of capital investment funds; investment services, namely asset management; financial services, namely providing an SEC-registered, publicly traded mutual fund;INVESTING;
INVESTMENTS THAT WORK TWENTIETH CENTURY SERVICES, INC. 4500 MAIN STREET KANSAS CITY MO 64111 mutual fund brokerage, mutual fund distribution and mutual fund investment services;
INVIERTA CON DISCIPLINA A I M Management Group Inc. 11 Greenway Plaza, Suite 100 Houston TX 770461173 mutual fund brokerage, management, investment advisory and distribution services;The English translation of the wording INVIERTA CON DISCIPLINA is invest with discipline;
JPMORGAN SMARTRETIREMENT INCOME FUND JPMORGAN CHASE BANK, N.A. 1111 Polaris Parkway Columbus OH 43240 Mutual fund brokerage, investment and distribution;JP MORGAN SMART RETIREMENT INCOME FUND;INCOME FUND;
KEELEY FUNDS KEELEY-TETON ADVISORS 111 West Jackson, Suite 810 Chicago IL 60604 mutual fund brokerage; mutual fund distribution; mutual fund investment; capital investment consultation; equity capital investment; management of capital investment funds; investment services, namely asset management; financial services, namely providing an SEC-registered, publicly traded mutual fund;as to KEELEY;FUNDS;
KEELEY INVESTMENT CORP KEELEY-TETON ADVISORS 111 West Jackson, Suite 810 Chicago IL 60604 Mutual fund brokerage; mutual fund distribution; mutual fund investment; capital investment consultation; investment services, namely, asset management; financial services, namely, distribution of an SEC-registered, publicly traded mutual fund;INVESTMENT CORP;
LA FAMILIA AIM DE FONDOS A I M Management Group Inc. 11 Greenway Plaza, Suite 100 Houston TX 770461173 mutual fund brokerage, management, investment advisory and distribution services;LA FAMILIA and DE FONDOS;The English translation of LA FAMILIA AIM DE FONDOS is the aim family of funds.;
LA FAMILIA AIM DE FONDOS A I M Management Group Inc. 11 Greenway Plaza, Suite 100 Houston TX 770461173 mutual fund brokerage, management, investment advisory and distribution services;LA FAMILIA and DE FONDOS;The English translation of LA FAMILIA AIM DE FONDOS is the family of AIM funds.;
LIQUIDITY LINK INVESCO HOLDING COMPANY LIMITED 1555 Peachtree Street, NE Atlanta GA 30309 Mutual fund brokerage, investment management, investment advisory services and the provision of financial information and financial advisory services;LIQUIDITY;
LIQUIDITY LINK INVESCO HOLDING COMPANY LIMITED 1555 Peachtree Street, NE Atlanta GA 30309 Mutual fund brokerage, investment management, investment advisory services and the provision of financial information and financial advisory services;LIQUIDITY;
MARCO POLO PURE MARCO POLO PURE ASSET MANAGEMENT LIMITED AIA CENTRAL, 1 CONNAUGHT ROAD ROOM 2855, 28TH FLOOR CENTRAL Hong Kong [ Mutual fund brokerage; mutual fund distribution; mutual fund management and investment; ] investment fund management; [ capital fund investments; ] investment management of funds; [ administration of fund investments in the nature of administering mutual funds, private equity funds, leveraged buyout funds, hedge funds and other investment funds; placement of funds in the nature of assisting others with the completion of financial transactions for stocks, bonds, securities and equities; ] fund raising in the nature of raising funds for investment funds such as mutual funds, private equity funds, leveraged buyout funds, and hedge funds; financial asset management; investment asset management; financial management of assets; [ services for the establishment of portfolios of securities and shares; financial services relating to international securities and shares, namely, providing stock and securities market information, trading and investing services for others via the Internet, and brokerage of said securities and stocks; agencies for brokerage of securities trading in overseas securities markets and of transactions on commission of overseas market securities futures; ] financial services in the nature of management of securities portfolios; [ preparation of financial analyses relating to securities; securities services relating to capital restructuring in the nature of debt and equity restructuring of companies; valuation of portfolios of securities; securities investment services; customs brokerage; banking services; real estate brokerage and consultancy; real estate management; ] equity funds management services; investment portfolio management services [ ; management of unit trusts; financial management of stocks ];
MARCO POLO PURE MARCO POLO PURE ASSET MANAGEMENT (CAYMANISLANDS) LIMITED 309 Ugland House Grand Cayman KY1-1104 Cayman Islands [ Mutual fund brokerage; mutual fund distribution; mutual fund management and investment; ] investment fund management; [ capital fund investments; ] investment management of funds; [ administration of fund investments in the nature of administering mutual funds, private equity funds, leveraged buyout funds, hedge funds and other investment funds; placement of funds in the nature of assisting others with the completion of financial transactions for stocks, bonds, securities and equities; ] fund raising in the nature of raising funds for investment funds such as mutual funds, private equity funds, leveraged buyout funds, and hedge funds; financial asset management; investment asset management; financial management of assets; [ services for the establishment of portfolios of securities and shares; financial services relating to international securities and shares, namely, providing stock and securities market information, trading and investing services for others via the Internet, and brokerage of said securities and stocks; agencies for brokerage of securities trading in overseas securities markets and of transactions on commission of overseas market securities futures; ] financial services in the nature of management of securities portfolios; [ preparation of financial analyses relating to securities; securities services relating to capital restructuring in the nature of debt and equity restructuring of companies; valuation of portfolios of securities; securities investment services; customs brokerage; banking services; real estate brokerage and consultancy; real estate management; ] equity funds management services; investment portfolio management services [ ; management of unit trusts; financial management of stocks ];
MENU OF THE FUTURE AMERICAN CENTURY SERVICES CORPORATION 4500 Main Street Kansas City MO 64111 mutual fund brokerage, mutual fund distribution and mutual fund investment services;
MUTUAL FUNDS DIRECT Mutual Funds Direct Suite 125 4569 South Broad Street Hamilton NJ 08620 Mutual fund brokerage; Mutual fund distribution; Brokerage of shares and other securities; Financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Security brokerage;
MYAIM.COM INVESCO AIM MANAGEMENT GROUP, INC. 1555 PEACHTREE STREET, NE ATLANTA GA 30309 Mutual fund brokerage, management, investment advisory, and distribution services provided via global computer networks;MY AIM COM;
NAVIGATING A STEADY COURSE CLARK CAPITAL MANAGEMENT GROUP, INC. 1650 Market Street, One Liberty Place Philadelphia PA 19103 mutual fund brokerage, distribution, investment; investment administration, distribution, and management of mutual funds; financial portfolio and investment management; investment advisory services in the field of stocks, bonds, annuities and mutual funds; investment consultation; financial asset management; stock brokerage services; fund investment consultation; funds investment;
NAVIGATOR CLARK CAPITAL MANAGEMENT GROUP, INC. 1650 Market Street, One Liberty Place Philadelphia PA 19103 Mutual fund brokerage, distribution, investment; mutual fund services, namely, mutual fund brokerage, mutual fund distribution and the administration and management of mutual funds, financial portfolio solutions, and investments; investment advisory services in the field of stocks, bonds, annuities and mutual funds, investment consultation, asset allocation services; stock brokerage services;
NAVIGATOR EQUITY HEDGED FUND CLARK CAPITAL MANAGEMENT GROUP, INC. 1650 Market Street, One Liberty Place Philadelphia PA 19103 mutual fund brokerage, distribution, investment; mutual fund services, namely, mutual fund brokerage, mutual fund distribution and the administration and management of mutual funds, financial portfolio solutions, and investments; investment advisory services in the field of stocks, bonds, annuities and mutual funds; investment consultation; asset allocation services; stock brokerage services; fund investment consultation; funds investment;EQUITY HEDGED FUND;
NAVIGATOR FUNDS CLARK CAPITAL MANAGEMENT GROUP, INC. 1650 Market Street, One Liberty Place Philadelphia PA 19103 mutual fund brokerage, distribution, investment; mutual fund services, namely, mutual fund brokerage, mutual fund distribution and the administration and management of mutual funds, financial portfolio solutions, and investments; investment advisory services in the field of stocks, bonds, annuities and mutual funds; investment consultation; asset allocation services; stock brokerage services; fund investment consultation; funds investment;FUNDS;
NAVIGATOR PALLISER BAY SMALL CAP FUND CLARK CAPITAL MANAGEMENT GROUP, INC. 1650 Market Street, One Liberty Place Philadelphia PA 19103 mutual fund brokerage, distribution, investment; mutual fund services, namely, mutual fund brokerage, mutual fund distribution and the administration and management of mutual funds, financial portfolio solutions, and investments; investment advisory services in the field of stocks, bonds, annuities and mutual funds, investment consultation, asset allocation services; stock brokerage services;SMALL CAP FUND;
PHOENIX INSIGHT PHOENIX LIFE INSURANCE COMPANY 1 American Row H-11W Hartford CT 06102 Mutual fund brokerage; Mutual fund distribution; Mutual fund investment;
PHOENIXFUNDS PHOENIX LIFE INSURANCE COMPANY 1 American Row H-11W Hartford CT 06102 Mutual fund brokerage, distribution and investment;PHOENIX FUNDS;
PRIORITY INVESTOR AMERICAN CENTURY PROPRIETARY HOLDINGS, INC. 4500 Main Street Kansas City MO 64111 mutual fund brokerage, mutual fund distribution and mutual fund investment services;
RIGHT PLACE, RIGHT TIME? RIGHT PLACE OVER TIME. TWENTIETH CENTURY SERVICES, INC. 4500 MAIN STREET KANSAS CITY MO 64111 mutual fund brokerage, mutual fund distribution and mutual fund investment services;
RIVERFRONT FUNDS Provident Bank, The One East Fourth Street Cincinnati OH 45202 mutual fund brokerage, investment and distribution services, and investment advisory services for such funds;FUNDS;
SHELBY CULLOM DAVIS & CO., L.P. Shelby Cullom Davis & CO., L.P. Legal Department 2949 East Elvira Road Tucson AZ 85756 Mutual fund brokerage;SHELBY CULLOM DAVIS AND COMPANY, L.P.;DAVIS;
SIRIUS TAL Management 1288 Valley Forge Road P.O. Box 987 Valley Forge PA 19482 MUTUAL FUND BROKERAGE, MUTUAL FUND DISTRIBUTION AND MUTUAL FUND INVESTMENT SERVICES;
SUNSTONE SUNSTONE FINANCIAL GROUP, INC. 207 E. Buffalo St. Suite 400 Milwaukee WI 53202 MUTUAL FUND BROKERAGE; FUNDS INVESTMENT CONSULTATION;SUN STONE;COOPERATIVE ADVERTISING AND MARKETING; BUSINESS MARKETING CONSULTATION SERVICES; BUSINESS MANAGEMENT AND CONSULTATION; AND ACCOUNTING SERVICES FOR FINANCIAL AND INVESTMENT INSTITUTIONS;CONSULTATION SERVICES AND REVIEW OF STANDARDS AND PRACTICES TO ENSURE COMPLIANCE WITH SECURITIES LAWS AND REGULATIONS; COMPUTER PROGRAMMING FOR OTHERS; COMPUTER SERVICES, NAMELY, DESIGNING AND IMPLEMENTING NETWORK WEB PAGES FOR OTHERS;
TECHNOQUANT FMR CORP. 82 Devonshire Street Boston MA 02109 MUTUAL FUND BROKERAGE, DISTRIBUTION AND INVESTMENT SERVICES;TECHNO-QUANT;
THE AIM FAMILY OF FUNDS INVESCO AIM MANAGEMENT GROUP, INC. 1555 PEACHTREE STREET, NE ATLANTA GA 30309 mutual fund brokerage, management, investment advisory and distribution services;FAMILY OF FUNDS;
THE AIM FAMILY OF FUNDS AIM Management Group Inc. 11 Greenway Plaza, Suite 100 Houston TX 770461173 mutual fund brokerage, management, investment advisory and distribution services;FAMILY OF FUNDS;The lining shown on the attached drawing is a feature of the mark and is not intended to indicate color.;
THE AMERICAN GIFT FUND American Guaranty & Trust Company 220 Continental Drive Suite 401 Newark DE 19713 mutual fund brokerage, distribution and investment, and financial management;GIFT FUND;
THE ARBOR FUNDS SEI DEVELOPMENTS, INC. Wilmington DE 19810 mutual fund brokerage, distribution and investment services;FUNDS;
THE BANC STOCK GROUP FUND BANC STOCK GROUP, INC., THE 1105 Schrock Road, Suite 437 Columbus OH 43229 Mutual fund brokerage; mutual fund distribution; mutual fund investment;BANC STOCK GROUP FUND;
THE GIFT OF A BRIGHT FUTURE AMERICAN CENTURY PROPRIETARY HOLDINGS, INC. 4500 Main Street Kansas City MO 64111 mutual fund brokerage, mutual fund distribution and mutual fund investment services;
THE HYDROGEN FUND Torre, Richard, M 369 San Miguel Drive, Suite 100 Newport Beach CA 92660 MUTUAL FUND BROKERAGE, INVESTMENT AND DISTRIBUTION SERVICES;FUND;
THE INVESTMENT CENTER BY TWENTIETH CENTURY TWENTIETH CENTURY SERVICES, INC. 4500 MAIN STREET KANSAS CITY MO 64111 mutual fund brokerage, mutual fund distribution and mutual fund investment services;THE INVESTMENT CENTER;
THE ONES YOU KEEP. FASCIANO ASSOCIATES 737 NORTH MICHIGAN AVENUE SUITE 2210 CHICAGO IL 60011 Mutual fund brokerage; mutual fund distribution; mutual fund investment; investment counseling services; investment services, namely, asset management; financial services, namely, providing an SEC-registered, publicly traded mutual fund;
TWENTIETH CENTURY PREMIUM RESERVES, INC. TWENTIETH CENTURY SERVICES, INC. 4500 MAIN STREET KANSAS CITY MO 64111 mutual fund brokerage, mutual fund distribution and mutual fund investment services;PREMIUM RESERVES INC.;
ULTRA AMERICAN CENTURY PROPRIETARY HOLDINGS, INC. 4500 Main Street Kansas City MO 64111 MUTUAL FUND BROKERAGE, MUTUAL FUND DISTRIBUTION AND MUTUAL FUND INVESTMENT SERVICES;
ULTRA INVESTORS TWENTIETH CENTURY SERVICES, INC. 4500 MAIN STREET KANSAS CITY MO 64111 mutual fund brokerage, mutual fund distribution and mutual fund investment services;INVESTORS;
UMB UMB FINANCIAL CORPORATION 1010 Grand Avenue Kansas City MO 64106 MUTUAL FUND BROKERAGE, DISTRIBUTION and INVESTMENT SERVICES;
WBI FUNDS WBI Investments, Inc. 331 Newman Springs Road, Suite 122 Red Bank NJ 07701 Mutual fund brokerage; mutual fund distribution; mutual fund investment;FUNDS;
YOUR AVENUE TO INVESTMENT SUCCESS FIRST HAWAIIAN BANK 999 BISHOP STREET, 8TH FLOOR HONOLULU HI 96813 mutual fund brokerage, distribution and investment services;
 

Where the owner name is not linked, that owner no longer owns the brand

   
Technical Examples
  1. The fair value of a fund is determined by analyzing various factors indicative of how each underlying asset of the fund would be valued on the open market. The fund may be an international mutual fund that includes underlying assets, which include international equities. Because some of the underlying assets may not be traded in a liquid market at the time of valuation of the fund, a reliable estimate of the value of such underlying assets must be made based on available data related through historical correlations. The fair value of the fund is determined based on the estimated or actual values of each of the underlying assets.