INVESTMENT COUNSELING

Brand Owner (click to sort) Address Description
BUY.HOLD.AND PROSPER. AIC GLOBAL HOLDINGS INC. 1375 Kerns Road Burlington, Ontario L7P4V7 Canada Investment counseling, financial planning and portfolio management services; mutual fund and investment portfolio services; establishing, managing, and offering investment funds, mutual funds, pooled funds, wrap account products, segregated funds, and securities-based investment products through brokers, dealers and financial advisors;
FIVE STAR MANAGEMENT FIVE STAR MANAGEMENT COMPANY 5049 COTTONWOOD LANC Salt Lake City UT 84117 investment counseling;MANAGEMENT;
GREENVEST Stillwater Investment Management 226 East Myrtle Street Stillwater MN 55082 Investment counseling, advisory services, and management for persons and institutions seeking to invest in companies that are concerned with the environment and ecology;GREEN INVEST; GREEN INVESTMENT;
MARKLAND STREET MANULIFE ASSET MANAGEMENT LIMITED 200 BLOOR STREET EAST, NT 03 TORONTO, ONTARIO M4W 1E5 Canada Investment counseling, financial planning and portfolio management services; mutual fund and investment portfolio services; establishing, managing and offering investment funds, mutual funds, pooled funds, wrap account products, segregated funds, and securities-based investment products through brokers, dealers and financial advisors;MARK LAND STREET;Advertising and promotions services, namely, promoting investment funds and securities-based investment products to others, namely, brokers, dealers and financial advisors;
MARKLAND STREET ELLIOTT & PAGE LIMITED 200 BLOOR STREET EAST, NORTH TOWER 3 TORONTO, ONTARIO M4W 1E5 Canada Investment counseling, financial planning and portfolio management services; mutual fund and investment portfolio services; establishing, managing and offering investment funds, mutual funds, pooled funds, wrap account products, segregated funds, and securities-based investment products through brokers, dealers and financial advisors;MARK LAND STREET;Advertising and promotions services, namely, promoting investment funds and securities-based investment products to others, namely, brokers, dealers and financial advisors;
MARKLAND STREET Markland Street Asset Management Inc. 1375 Kerns Road Burlington L7R 4X8 Canada Investment counseling, financial planning and portfolio management services; mutual fund and investment portfolio services; establishing, managing and offering investment funds, mutual funds, pooled funds, wrap account products, segregated funds, and securities-based investment products through brokers, dealers and financial advisors;MARK LAND STREET;Advertising and promotions services, namely, promoting investment funds and securities-based investment products to others, namely, brokers, dealers and financial advisors;
MISCELLANEOUS OSTROFE, FRANK J. 4330 Rio Court Rocklin CA 95677 INVESTMENT COUNSELING;
PIMCO ALLIANZ ASSET MANAGEMENT OF AMERICA 650 NEWPORT CENTER DRIVE NEWPORT BEACH CA 92660 INVESTMENT COUNSELING [ , INVESTING CAPITAL FOR OTHERS, AND MANAGING INVESTMENTS FOR PENSION FUNDS AND OTHERS ];
PORTLAND INVESTMENT COUNSEL Portland Holdings Inc. 1375 Kerns Road, Suite 100 Burlington, Ontario L7P4V7 Canada Investment counseling, financial planning and financial portfolio management; trustee services for investment products; brokerage of investment funds, mutual funds, pooled funds, wrap account products, segregated funds, and securities-based investment products by brokers, dealers, financial advisors and other asset management companies and financial institutions; brokerage and investment services for investment funds, mutual funds, pooled funds, wrap account products, segregated funds, and securities-based investment products; investment advisory services and financial management of retail open end and closed end investment funds; providing investment management services and customized investment portfolios to institutional clients, namely, pension plans, foundations, and endowments, and private clients, namely, high net worth individuals, family trusts and holding companies; providing equity mandates through separately managed accounts, namely, providing investment management services in the form of model portfolios provided to advisors for the benefit of their clients;Advertising and promotions services, namely, promoting investment funds, mutual funds, pooled funds, wrap account products, segregated funds, and securities-based investment products to brokers, dealers, financial advisors and other asset management companies and financial institutions through the distribution of informational materials and rendering sales promotion advice;INVESTMENT COUNSEL;
SHAWMUT NATIONAL SHAWMUT BANK OF BOSTON, THE 40 WATER STREET BOSTON MA INVESTMENT COUNSELING;
 

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.