MUTUAL FUNDS CAPITAL INVESTMENT

Brand Owner (click to sort) Address Description
ALTABA ALTABA INC. 140 EAST 45TH STREET 15TH FLOOR NEW YORK NY 10017 Mutual funds and capital investment; Financial analysis; Financial management;
CHILDHOOD FINANCIAL FUND Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;FUND;
CHILDHOOD FUND Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;FUND;
CHILDHOOD INVESTMENT FUND Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;FUND;
CHILDHOOD SAVINGS FUND Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;FUND;
CHILDHOOD SAVINGS INDEX Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;INDEX;
CHILDHOOD SAVINGS TRUST Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;TRUST;
CHILDREN'S FINANCIAL FUND Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;FUND;
CHILDREN'S INVESTMENT FUND Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;INVESTMENT FUND;
CHILDREN'S SAVINGS FUND Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;SAVINGS FUND;
CHILDREN'S SAVINGS INDEX Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;INDEX;
CHILDREN'S SAVINGS TRUST Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;TRUST;
EMBARCADERO FUNDS Van Wagoner Capital Management, Inc. Suite 1120 Three Embarcadero Center San Francisco CA 94111 Mutual funds and capital investment;FUNDS;
EMPYREAL Empyreal Investments Suite 1900 100 Wilshire Boulevard Santa Monica CA 90401 Mutual funds and capital investment;EMPY REAL;
EXDEX GUGGENHEIM CAPITAL 227 W. MONROE, SUITE 4800 CHICAGO IL 60606 Mutual funds and capital investment; financial investment in the fields of securities and mutual funds, investment management and financial asset management services; investment of funds for others; providing information, advice and consulting in the fields of mutual funds, mutual fund management, and investment; and providing online computer databases in the fields of mutual funds, mutual fund management, and investment;
FORMATIVE YEARS FINANCIAL FUND Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;FINANCIAL FUND;
FORMATIVE YEARS FUND Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;FUND;
FORMATIVE YEARS INVESTMENT FUND Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;INVESTMENT FUND;
FORMATIVE YEARS SAVINGS INDEX Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;INDEX;
FORMATIVE YEARS SAVINGS TRUST Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;TRUST;
INDEX PROXY POLLING ONEFUND 737 Bishop St, Mauka Tower, Suite 2850 Honolulu HI 96813 Mutual funds and capital investment;
ISRAELI SHARED VALUES FUND AmerIsrael Capital Management 207 East 83rd St., Suite 3 New York NY 10028 Mutual funds and capital investment;ISRAELI AND FUND;
KID'S FINANCIAL FUND William T. Hepburn 2069 Willow Creek Road Prescott AZ 86301 Mutual funds and capital investment;FUND;
KID'S INVESTMENT FUND Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;FUND;
KID'S MONEY FUND Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;FUND;
KID'S SAVINGS FUND Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;FUND;
KID'S SAVINGS INDEX Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;INDEX;
KID'S SAVINGS TRUST Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;TRUST;
ORACLE MUTUAL FUND Balter, Laurence 182 Island Blvd Fox Island WA 98883 Mutual funds and capital investment;MUTUAL FUND;
QUANTUITIVE Quantuitive Capital 201 Mission St, Suite 1875 San Francisco CA 94105 Mutual funds and capital investment;
QUANTUITIVE CAPITAL Quantuitive Capital 201 Mission St, Suite 1875 San Francisco CA 94105 Mutual funds and capital investment;CAPITAL;
RATIONAL INVESTING IN AN IRRATIONAL WORLD Balter, Laurence 182 Island Blvd Fox Island WA 98883 Mutual funds and capital investment;INVESTING;
REGAL TOTAL RETURN Regal Financial Group 2687 44TH STREET KENTWOOD MI 49512 Mutual funds and capital investment; Mutual fund advisory services; Financial planning and investment advisory services; Mutual fund planning services; Financial services related to separate managed accounts, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Investment management and consultancy;TOTAL RETURN;
SHARED VALUES FUND AmerIsrael Capital Management 207 East 83rd St., Suite 3 New York NY 10028 Mutual funds and capital investment;FUND;
TEEN FINANCIAL FUND Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;FINANCIAL FUND;
TEEN FUND Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;FUND;
TEEN INVESTMENT FUND Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;INVESTMENT FUND;
TEEN SAVINGS FUND Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;SAVINGS FUND;
TEEN SAVINGS INDEX Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;INDEX;
TEEN SAVINGS TRUST Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;TRUST;
TEENAGE FINANCIAL FUND Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;FINANCIAL FUND;
TEENAGE FUND Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;FUND;
TEENAGE INVESTMENT FUND Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;INVESTMENT FUND;
TEENAGE SAVINGS FUND Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;SAVINGS FUND;
TEENAGE SAVINGS INDEX Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;INDEX;
TEENAGE SAVINGS TRUST Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;TRUST;
THE BEEHIVE FUND Spears Abacus Advisors 147 E. 48th Street New York NY 10017 Mutual funds and capital investment;FUND;
TIME ADJUSTED RELATIVE GROWTH EXCHANGE TRADED SHARES Cvengros, David 131 S. Waiola La Grange IL 60525 Mutual funds and capital investment;
XDEX GUGGENHEIM CAPITAL 227 W. MONROE, SUITE 4800 CHICAGO IL 60606 Mutual funds and capital investment; financial investment in the fields of securities and mutual funds, investment management and financial asset management services; investment of funds for others; providing information, advice and consulting in the fields of mutual funds, mutual fund management, and investment; and providing online computer databases in the fields of mutual funds, mutual fund management, and investment;
YOUNG PERSON'S FINANCIAL FUND Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;FINANCIAL FUND;
YOUNG PERSON'S FUND Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;FUND;
YOUNG PERSON'S INVESTMENT FUND Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;INVESTMENT FUND;
YOUNG PERSON'S SAVINGS FUND Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;SAVINGS FUND;
YOUNG PERSON'S SAVINGS INDEX Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;INDEX;
YOUNG PERSON'S SAVINGS TRUST Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;TRUST;
YOUTH FINANCIAL FUND Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;FINANCIAL FUND;
YOUTH FUND Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;FUND;
YOUTH INVESTMENT FUND Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;INVESTMENT FUND;
YOUTH SAVINGS FUND Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;SAVINGS FUND;
YOUTH SAVINGS INDEX Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;INDEX;
YOUTH SAVINGS TRUST Hepburn, William T. 805 Whipple St., Suite C Prescott AZ 86301 Mutual funds and capital investment;TRUST;
 

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

   
Technical Examples
  1. Described herein is method of managing an investment portfolio having a plurality of investment funds, said managing method comprising establishing an allocation of assets among said investment funds and rebalancing said investment funds substantially back to said allocation on a periodic basis. Also described is a method wherein the rebalancing back to the allocation is initiated in response to a transaction, such as a withdrawal loan issue, or change in allocation, in one or more of the funds.