FUND INVESTMENT SERVICES FEATURING SECURITIES

Brand Owner (click to sort) Address Description
ACTIVE FUNDS. REMASTERED. The Trustee of Eaton Vance Management Two International Place Boston MA 02110 Fund investment services featuring securities offered in the form of open-end funds; Management of portfolios comprising securities; Open-end fund investment; Financial services, namely, administration of transactions by open-end funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments; Mutual fund brokerage; Mutual fund distribution; Mutual fund investment;ACTIVE FUNDS;
BLACK FOX FUND, LLC Tyrone Gilliams Two Bala Plaza Suite 300 Bala Cynwyd PA 19004 Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder;
CROWD SETTLEMENTS Crowd Settlements 1413 20th St., Apt 409 miami beach FL 33139 Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder;SETTLEMENTS;
ELEVATOR PITCH Infinite Loop, Inc. 2 E. Erie St, Suite 2906 Chicago IL 60611 Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder;
ETF.NAV The Trustee of Eaton Vance Management Two International Place Boston MA 02110 FUND INVESTMENT SERVICES FEATURING SECURITIES OFFERED IN THE FORM OF OPEN-END FUNDS; MANAGEMENT OF PORTFOLIOS COMPRISING SECURITIES; OPEN-END FUND INVESTMENT; FINANCIAL SERVICES, NAMELY, ADMINISTRATION OF TRANSACTIONS BY OPEN-END FUNDS INVOLVING SECURITIES, STOCKS, FUNDS, EQUITIES, BONDS, NOTES, CASH, OR OTHER TYPES OF FINANCIAL INVESTMENTS; MUTUAL FUND BROKERAGE; MUTUAL FUND DISTRIBUTION; MUTUAL FUND INVESTMENT;ETF;
ETMF The Trustee of Eaton Vance Management Two International Place Boston MA 02110 Fund investment services featuring securities offered in the form of open-end funds; Management of portfolios comprising securities; Open-end fund investment; Financial services, namely, administration of transactions by open-end funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments; Mutual fund brokerage; Mutual fund distribution; Mutual fund investment;
ETU Eaton Vance Management 255 State Street The Eaton Vance Building Boston MA 02109 Fund investment services featuring securities offered as structured notes in the form of closed-end funds; Management of portfolios comprising securities; Closed-end fund investment; Financial services, namely, administration of transactions by closed-end funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments;
EUNITS Eaton Vance Management 255 State Street The Eaton Vance Building Boston MA 02109 Fund investment services featuring securities offered as structured notes in the form of closed-end funds; Management of portfolios comprising securities; Closed-end fund investment; Financial services, namely, administration of transactions by closed-end funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments;EATON UNITS;
EXCELFUNDS The Trustee of Eaton Vance Management Two International Place Boston MA 02110 Fund investment services featuring securities offered in the form of open-end funds; Management of portfolios comprising securities; Open-end fund investment; Financial services, namely, administration of transactions by open-end funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments; Mutual fund brokerage; Mutual fund distribution; Mutual fund investment;EXCEL FUNDS;
EXCELSHARES The Trustee of Eaton Vance Management Two International Place Boston MA 02110 Fund investment services featuring securities offered in the form of open-end funds; Management of portfolios comprising securities; Open-end fund investment; Financial services, namely, administration of transactions by open-end funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments; Mutual fund brokerage; Mutual fund distribution; Mutual fund investment;EXCEL SHARES;
EXCHANGE-TRADED MANAGED FUND The Trustee of Eaton Vance Management Two International Place Boston MA 02110 FUND INVESTMENT SERVICES FEATURING SECURITIES OFFERED IN THE FORM OF OPEN-END FUNDS; MANAGEMENT OF PORTFOLIOS COMPRISING SECURITIES; OPEN-END FUND INVESTMENT; FINANCIAL SERVICES, NAMELY, ADMINISTRATION OF TRANSACTIONS BY OPEN-END FUNDS INVOLVING SECURITIES, STOCKS, FUNDS, EQUITIES, BONDS, NOTES, CASH, OR OTHER TYPES OF FINANCIAL INVESTMENTS; MUTUAL FUND BROKERAGE; MUTUAL FUND DISTRIBUTION; MUTUAL FUND INVESTMENT;
MANAGED ETFS The Trustee of Eaton Vance Management Two International Place Boston MA 02110 FUND INVESTMENT SERVICES FEATURING SECURITIES OFFERED IN THE FORM OF OPEN-END FUNDS; MANAGEMENT OF PORTFOLIOS COMPRISING SECURITIES; OPEN-END FUND INVESTMENT; FINANCIAL SERVICES, NAMELY, ADMINISTRATION OF TRANSACTIONS BY OPEN-END FUNDS INVOLVING SECURITIES, STOCKS, FUNDS, EQUITIES, BONDS, NOTES, CASH, OR OTHER TYPES OF FINANCIAL INVESTMENTS; MUTUAL FUND BROKERAGE; MUTUAL FUND DISTRIBUTION; MUTUAL FUND INVESTMENT;
MINI STO SECURITY TOKEN OFFERINGS Greg Rubin 4764 Park Granada suite 200 calabasas CA 91302 Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder;STO SECURITY TOKEN OFFERINGS;
NAV SHARES The Trustee of Eaton Vance Management Two International Place Boston MA 02110 FUND INVESTMENT SERVICES FEATURING SECURITIES OFFERED IN THE FORM OF OPEN-END FUNDS; MANAGEMENT OF PORTFOLIOS COMPRISING SECURITIES; OPEN-END FUND INVESTMENT; FINANCIAL SERVICES, NAMELY, ADMINISTRATION OF TRANSACTIONS BY OPEN-END FUNDS INVOLVING SECURITIES, STOCKS, FUNDS, EQUITIES, BONDS, NOTES, CASH, OR OTHER TYPES OF FINANCIAL INVESTMENTS; MUTUAL FUND BROKERAGE; MUTUAL FUND DISTRIBUTION; MUTUAL FUND INVESTMENT;
NAV-BASED TRADING The Trustee of Eaton Vance Management Two International Place Boston MA 02110 FUND INVESTMENT SERVICES FEATURING SECURITIES OFFERED IN THE FORM OF OPEN-END FUNDS; MANAGEMENT OF PORTFOLIOS COMPRISING SECURITIES; OPEN-END FUND INVESTMENT; FINANCIAL SERVICES, NAMELY, ADMINISTRATION OF TRANSACTIONS BY OPEN-END FUNDS INVOLVING SECURITIES, STOCKS, FUNDS, EQUITIES, BONDS, NOTES, CASH, OR OTHER TYPES OF FINANCIAL INVESTMENTS; MUTUAL FUND BROKERAGE; MUTUAL FUND DISTRIBUTION; MUTUAL FUND INVESTMENT;
NEXTFUNDS The Trustee of Eaton Vance Management Two International Place Boston MA 02110 Fund investment services featuring securities offered in the form of open-end funds; Management of portfolios comprising securities; Open-end fund investment; Financial services, namely, administration of transactions by open-end funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments; Mutual fund brokerage; Mutual fund distribution; Mutual fund investment;NEXT FUNDS;
THE NEXT EVOLUTION OF FUND INVESTING The Trustee of Eaton Vance Management Two International Place Boston MA 02110 FUND INVESTMENT SERVICES FEATURING SECURITIES OFFERED IN THE FORM OF OPEN-END FUNDS; MANAGEMENT OF PORTFOLIOS COMPRISING SECURITIES; OPEN-END FUND INVESTMENT; FINANCIAL SERVICES, NAMELY, ADMINISTRATION OF TRANSACTIONS BY OPEN-END FUNDS INVOLVING SECURITIES, STOCKS, FUNDS, EQUITIES, BONDS, NOTES, CASH, OR OTHER TYPES OF FINANCIAL INVESTMENTS; MUTUAL FUND BROKERAGE; MUTUAL FUND DISTRIBUTION; MUTUAL FUND INVESTMENT;
 

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

   
Technical Examples
  1. A method is provided for selecting a portfolio of securities for investment purposes. Specifically, the method utilizes three types of securities-related data: price appreciation, return-on-assets ratio, and price-to-cashflow ratio. A group of securities is ranked by price appreciation, return-on-assets ratio, and price-to-cashflow ratio; a number of the securities having the highest average rank are selected for investment.