VENTURE CAPITAL INVESTMENT SERVICES

Brand Owner (click to sort) Address Description
AGILE VENTURES Agile Ventures, Inc. 823 Congress Avenue Suite P2 Austin TX 78701 Venture capital investment services, namely, providing access to capital to technology-based start-up businesses;VENTURES;
ALLY CAPITAL WINCHELL, WILLIAM BLAKE 18 Arastradero Road Portola Valley CA 94028 Venture capital investment services;CAPITAL;
AMPLIFICA Raptis, Anna K 255 Alhambra Circle Coral Gables FL 33134 Venture capital investment services, capital management, supporting investors and entrepreneurs;
BETTER TOMORROW VENTURES Better Tomorrow Ventures 11 Pearl Street San Francisco CA 94103 Venture capital investment services; venture capital services, namely, providing financing to emerging and start-up companies; private equity investment services; private equity services, namely, financing services, structuring and participating in equity and debt financings, sourcing investments, identification of investors, advising on fund raising materials, identifying potential acquisitions and acquisition targets, advising on IPO planning and execution; investment banking services; raising and managing funds, namely, raising funds from institutional and individual investors and providing fund management services; capital investment services; publicly traded securities investment management services; financial management and administration of funds in the nature of investment funds and funds involving publicly traded securities; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; providing venture capital, development capital, private equity and investment funding;Business consultation services;
BOW CAPITAL BOW CAPITAL MANAGEMENT 2400 Sand Hill Road, Suite 200 Menlo Park CA 94025 venture capital investment services; management of investment funds;business planning consultation services;CAPITAL;
BUILDING BIGGER, BETTER BUSINESSES Tonka Bay Equity Partners 301 Carlson Parkway Minnetonka MN 55305 Venture capital investment services, namely, providing venture capital, development capital, private equity and investment funding; private equity fund investment services; providing venture capital, development capital, private equity and investment;
CHECKMATE CAPITAL Checkmate Capital Group 595 E. Colorado Blvd., Suite 530 Pasadena CA 91101 venture capital investment services; private equity investment services;
CONNECT VENTURES Connect Ventures GP I 1954 Greenspring Drive, Suite 600 Timonium MD 21093 Venture capital investment services; financial services, namely, fund formation, investment and management services; private equity funding services, namely, financing, consultation and fund management services; investment of funds for others; capital investment services; financial sponsorship of the formation of private investment funds and private investment accounts; financial investing in early stage technology focused global commerce and media oriented businesses;VENTURES;
DIGITALIS Digitalis Ventures 640 Eighth Avenue, Suite 1500A New York NY 10036 Venture capital investment services;
EQUIFY Mustang Ventures 2000 E. Third Avenue, Suite 715 San Mateo CA 94403 VENTURE CAPITAL INVESTMENT SERVICES;
GROUNDED CAPITAL PARTNERS Grounded Capital Management 129 Miller Avenue, #622 Mill Valley CA 94941 Venture capital investment services; venture capital services, namely, providing financing to emerging and start-up companies; private equity investment services; private equity services, namely, financing services, structuring and participating in equity and debt financings, sourcing investments, identification of investors, identifying potential acquisitions and acquisition targets, raising and managing funds, namely, raising funds from institutional and individual investors and providing fund management services; capital investment services; providing venture capital, development capital, private equity and investment funding;CAPITAL PARTNERS;
HAMILTON BIOVENTURES Hamilton Apex Management Partners 12555 High Bluff Drive, Suite 310 San Diego CA 92130 Venture capital investment services, namely venture capital funds investing in new technology enterprises in the field of biopharmaceuticals and medical devices;HAMILTON BIO VENTURES;BIOVENTURES;
HAMILTON VENTURE CAPITAL Hamilton Apex Management Partners 12555 High Bluff Drive, Suite 310 San Diego CA 92130 Venture capital investment services, namely venture capital funds investing in new technology enterprises in the field of biopharmaceuticals and medical devices;VENTURE CAPITAL;
HAMILTON VENTURES Hamilton Apex Management Partners 12555 High Bluff Drive, Suite 310 San Diego CA 92130 Venture capital investment services, namely venture capital funds investing in new technology enterprises in the field of biopharmaceuticals and medical devices;VENTURES;
IDEALFLOW ANGEL FUND IdealFlow Angel Fund 199 Massachusetts Avenue #501 Boston MA 02115 Venture capital investment services;IDEAL FLOW ANGEL FUND;ANGEL FUND;
INVESTING IN NEXT WAVE ENTREPRENEURS Connect Ventures GP I 1954 Greenspring Drive, Suite 600 Timonium MD 21093 Venture capital investment services; financial services, namely, fund formation, investment and management services; private equity funding services, namely, financing, consultation and fund management services; investment of funds for others; capital investment services; financial sponsorship of the formation of private investment funds and private investment accounts; financial investing in early stage technology focused global commerce and media oriented businesses;
IRONWEED Ironweed Capital Management 635 Waverley Street Palo Alto CA 94301 venture capital and investment services;IRON WEED;
IRONWEED CAPITAL Ironweed Capital Management 635 Waverley Street Palo Alto CA 94301 venture capital and investment services;
LIGHT SYNERGY CAPITAL Cascade Management Limited Suite 5B201, 2nd floor, P.O. Box 1344 One Nexus Way, Camana Bay Grand Cayman KY1-1108 Cayman Islands Venture capital investment services; venture capital services, namely, providing financing to emerging and start-up companies; private equity investment services; private equity services, namely, financing services, structuring and participating in equity and debt financings, sourcing investments, identification of investors, advising on fund raising materials, identifying potential acquisitions and acquisition targets, advising on IPO planning and execution; investment banking services; raising and managing funds, namely, raising funds from institutional and individual investors and providing fund management services; capital investment services; publicly traded securities investment management services; financial management and administration of funds in the nature of investment funds and funds involving publicly traded securities; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; providing venture capital, development capital, private equity and investment funding;CAPITAL;
LIGHT SYNERGY CAPITAL Lightspeed Management Company 2200 Sand Hill Road Menlo Park CA 94025 Venture capital investment services; venture capital services, namely, providing financing to emerging and start-up companies; private equity investment services; private equity services, namely, financing services, structuring and participating in equity and debt financings, sourcing investments, identification of investors, advising on fund raising materials, identifying potential acquisitions and acquisition targets, advising on IPO planning and execution; investment banking services; raising and managing funds, namely, raising funds from institutional and individual investors and providing fund management services; capital investment services; publicly traded securities investment management services; financial management and administration of funds in the nature of investment funds and funds involving publicly traded securities; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; providing venture capital, development capital, private equity and investment funding;Business consultation services;CAPITAL;
LIGHTSPEED Lightspeed Management Company 2200 Sand Hill Road Menlo Park CA 94025 Venture capital investment services, venture capital services, namely, providing financing to emerging and start-up companies; investment banking services; private equity services, namely, private equity investment and financing services, structuring and participating in equity and debt financings, sourcing investments, identification of investors, advising on fund raising materials, identifying potential acquisitions and acquisition targets, advising on IPO planning and execution and raising funds from institutional and individual investors and providing fund management services;LIGHT SPEED;Business consultation services;
LIGHTSPEED CAPITAL Lightspeed Management Company 2200 Sand Hill Road Menlo Park CA 94025 venture capital investment services, venture capital services, namely, providing financing to emerging and start-up companies; investment banking services; private equity services, namely, private equity investment and financing services, structuring and participating in equity and debt financings, sourcing investments, identification of investors, advising on fund raising materials, identifying potential acquisitions and acquisition targets, advising on IPO planning and execution and raising funds from institutional and individual investors and providing fund management services;LIGHT SPEED CAPITAL;Business consultation services;CAPITAL;
LIGHTSPEED CAPITAL Lightspeed Management Company 2200 Sand Hill Road Menlo Park CA 94025 Venture capital investment services; venture capital services, namely, providing financing to emerging and start-up companies; private equity investment services; private equity services, namely, financing services, structuring and participating in equity and debt financings, sourcing investments, identification of investors, advising on fund raising materials, identifying potential acquisitions and acquisition targets, advising on IPO planning and execution; investment banking services; raising and managing funds, namely, raising funds from institutional and individual investors and providing fund management services; capital investment services; publicly traded securities investment management services; financial management and administration of funds in the nature of investment funds and funds involving publicly traded securities; real estate investment services; consulting relating to real estate investment services; real estate management services; raising and managing real estate funds;LIGHT SPEED CAPITAL;Business consultation services;CAPITAL;
LIGHTSPEED CHINA PARTNERS Lightspeed Management Company 2200 Sand Hill Road Menlo Park CA 94025 Venture capital investment services; venture capital services, namely, providing financing to emerging and start-up companies; private equity investment services; private equity services, namely, financing services, structuring and participating in equity and debt financings, sourcing investments, identification of investors, advising on fund raising materials, identifying potential acquisitions and acquisition targets, advising on IPO planning and execution; investment banking services; raising and managing funds, namely, raising funds from institutional and individual investors and providing fund management services; capital investment services; publicly traded securities investment management services; financial management and administration of funds in the nature of investment funds and funds involving publicly traded securities;LIGHT SPEED CHINA PARTNERS;Business consultation services;CHINA PARTNERS;
LIGHTSPEED GLOBAL INNOVATION Lightspeed Management Company 2200 Sand Hill Road Menlo Park CA 94025 Venture capital investment services; venture capital services, namely, providing financing to emerging and start-up companies; private equity investment services; private equity services, namely, financing services, structuring and participating in equity and debt financings, sourcing investments, identification of investors, advising on fund raising materials, identifying potential acquisitions and acquisition targets, advising on IPO planning and execution; investment banking services; raising and managing funds, namely, raising funds from institutional and individual investors and providing fund management services; capital investment services; publicly traded securities investment management services; financial management and administration of funds in the nature of investment funds and funds involving publicly traded securities; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; providing venture capital, development capital, private equity and investment funding;Business consultation services;GLOBAL INNOVATION;
LIGHTSPEED VENTURE PARTNERS Lightspeed Management Company 2200 Sand Hill Road Menlo Park CA 94025 venture capital investment services, venture capital services, namely, providing financing to emerging and start-up companies; investment banking services; private equity services, namely, private equity investment and financing services, structuring and participating in equity and debt financings, sourcing investments, identification of investors, advising on fund raising materials, identifying potential acquisitions and acquisition targets, advising on IPO planning and execution and raising funds from institutional and individual investors and providing fund management services;LIGHT SPEED VENTURE PARTNERS;Business consultation services;VENTURE PARTNERS;
LSC Lightspeed Management Company 2200 Sand Hill Road Menlo Park CA 94025 Venture capital investment services; venture capital services, namely, providing financing to emerging and start-up companies; private equity investment services; private equity services, namely, financing services, structuring and participating in equity and debt financings, sourcing investments, identification of investors, advising on fund raising materials, identifying potential acquisitions and acquisition targets, advising on IPO planning and execution; investment banking services; raising and managing funds, namely, raising funds from institutional and individual investors and providing fund management services; capital investment services; publicly traded securities investment management services; financial management and administration of funds in the nature of investment funds and funds involving publicly traded securities; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; providing venture capital, development capital, private equity and investment funding;Business consultation services;
LSC CAPITAL Cascade Management Limited Suite 5B201, 2nd floor, P.O. Box 1344 One Nexus Way, Camana Bay Grand Cayman KY1-1108 Cayman Islands Venture capital investment services; venture capital services, namely, providing financing to emerging and start-up companies; private equity investment services; private equity services, namely, financing services, structuring and participating in equity and debt financings, sourcing investments, identification of investors, advising on fund raising materials, identifying potential acquisitions and acquisition targets, advising on IPO planning and execution; investment banking services; raising and managing funds, namely, raising funds from institutional and individual investors and providing fund management services; capital investment services; publicly traded securities investment management services; financial management and administration of funds in the nature of investment funds and funds involving publicly traded securities; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; providing venture capital, development capital, private equity and investment funding;
LSC CAPITAL Lightspeed Management Company 2200 Sand Hill Road Menlo Park CA 94025 Venture capital investment services; venture capital services, namely, providing financing to emerging and start-up companies; private equity investment services; private equity services, namely, financing services, structuring and participating in equity and debt financings, sourcing investments, identification of investors, advising on fund raising materials, identifying potential acquisitions and acquisition targets, advising on IPO planning and execution; investment banking services; raising and managing funds, namely, raising funds from institutional and individual investors and providing fund management services; capital investment services; publicly traded securities investment management services; financial management and administration of funds in the nature of investment funds and funds involving publicly traded securities; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; providing venture capital, development capital, private equity and investment funding;Business consultation services;
LSCP Lightspeed Management Company 2200 Sand Hill Road Menlo Park CA 94025 Venture capital investment services; venture capital services, namely, providing financing to emerging and start-up companies; private equity investment services; private equity services, namely, financing services, structuring and participating in equity and debt financings, sourcing investments, identification of investors, advising on fund raising materials, identifying potential acquisitions and acquisition targets, advising on IPO planning and execution; investment banking services; raising and managing funds, namely, raising funds from institutional and individual investors and providing fund management services; capital investment services; publicly traded securities investment management services; financial management and administration of funds in the nature of investment funds and funds involving publicly traded securities; real estate investment services; consulting relating to real estate investment services; real estate management services; raising and managing real estate funds;Business consultation services;
LSCP Lightspeed Management Company 2200 Sand Hill Road Menlo Park CA 94025 Venture capital investment services; venture capital services, namely, providing financing to emerging and start-up companies; private equity investment services; private equity services, namely, financing services, structuring and participating in equity and debt financings, sourcing investments, identification of investors, advising on fund raising materials, identifying potential acquisitions and acquisition targets, advising on IPO planning and execution; investment banking services; raising and managing funds, namely, raising funds from institutional and individual investors and providing fund management services; capital investment services; publicly traded securities investment management services; financial management and administration of funds in the nature of investment funds and funds involving publicly traded securities; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; providing venture capital, development capital, private equity and investment funding;Business consultation services;
LSIP Lightspeed Management Company, 2200 Sand Hill Road Menlo Park CA 94025 Venture capital investment services; venture capital services, namely, providing financing to emerging and start-up companies; private equity investment services; private equity services, namely, financing services, structuring and participating in equity and debt financings, sourcing investments, identification of investors, advising on fund raising materials, identifying potential acquisitions and acquisition targets, advising on IPO planning and execution; investment banking services; raising and managing funds, namely, raising funds from institutional and individual investors and providing fund management services; capital investment services; publicly traded securities investment management services; financial management and administration of funds in the nature of investment funds and funds involving publicly traded securities; real estate investment services; consulting relating to real estate investment services; real estate management services; raising and managing real estate funds;Business consultation services;
MILLENNIUM NEW HORIZONS Millennium TVP Management Company 60 East 42nd Street New York NY 10165 Venture capital investment services, namely, providing financing to emerging and high-growth companies; acquiring and holding for investment secondary interests in emerging and growth companies;
MILLENNIUM TECHNOLOGY VALUE PARTNERS Millennium TVP Management Company 60 East 42nd Street New York NY 10165 Venture capital investment services, namely, providing financing to emerging and high-growth companies; acquiring and holding for investment secondary interests in emerging and growth companies;TECHNOLOGY OR PARTNERS;
NEW GLOBAL NETWORK NGN Capital 200 Greenwich Avenue, 3rd Floor Greenwich CT 06830 Venture capital investment services; investment management and investment advisory services;GLOBAL NETWORK;
NMP Wells Fargo & Company 9th floor 90 S. 7th Street Minneapolis MN 55402 VENTURE CAPITAL INVESTMENT SERVICES;
NTH POWER Nth Power Technologies, Inc. 100 Spear Street, Suite 1450 San Francisco CA 94105 venture capital investment services;
NTH POWER Nth Power Technologies, Inc. 100 Spear Street, Suite 1450 San Francisco CA 94105 venture capital investment services;
OLIVE GROVE CAPITAL Opus Capital Group 2955 Campus Drive, Suite 110 San Mateo CA 94403 Venture capital investment services, namely, venture capital financing, procuring venture capital and managing venture capital funds focused on Arab-Israeli entrepreneurs; venture capital funding services for start-up, emerging, and developing companies founded by Arab-Israeli entrepreneurs; financial research and analysis in the fields of venture capital, namely, financial due diligence and selection services in the nature of review and analysis of potential investment opportunities with start-up and early stage companies founded by Arab-Israeli entrepreneurs; investment advisory services focused on Arab-Israeli entrepreneurs; financial management services, namely, asset management services in the fields of private equity and venture capital for Arab-Israeli entrepreneurs; financial research and analysis, namely in the fields of private equity and venture capital for early stage and start-up companies founded by Arab-Israeli entrepreneurs, namely, financial due diligence and selection services in the nature of financial, business and operational analysis for early stage and start-up companies founded by Arab-Israeli entrepreneurs;CAPITAL;
OLIVE GROVE CAPITAL GROUP Opus Capital Group 2955 Campus Drive, Suite 110 San Mateo CA 94403 Venture capital investment services, namely, venture capital financing, procuring venture capital and managing venture capital funds focused on Arab-Israeli entrepreneurs; venture capital funding services for start-up, emerging, and developing companies founded by Arab-Israeli entrepreneurs; financial research and analysis in the fields of venture capital, namely, financial due diligence and selection services in the nature of review and analysis of potential investment opportunities with start-up and early stage companies founded by Arab-Israeli entrepreneurs; investment advisory services focused on Arab-Israeli entrepreneurs; financial management services, namely, asset management services in the fields of private equity and venture capital for Arab-Israeli entrepreneurs; financial research and analysis, namely in the fields of private equity and venture capital for early stage and start-up companies founded by Arab-Israeli entrepreneurs, namely, financial due diligence and selection services in the nature of financial, business and operational analysis for early stage and start-up companies founded by Arab-Israeli entrepreneurs;CAPITAL GROUP;
OLIVE GROVE CAPITAL PARTNERS Opus Capital Group 2955 Campus Drive, Suite 110 San Mateo CA 94403 Venture capital investment services, namely, venture capital financing, procuring venture capital and managing venture capital funds focused on Arab-Israeli entrepreneurs; venture capital funding services for start-up, emerging, and developing companies founded by Arab-Israeli entrepreneurs; financial research and analysis in the fields of venture capital, namely, financial due diligence and selection services in the nature of review and analysis of potential investment opportunities with start-up and early stage companies founded by Arab-Israeli entrepreneurs; investment advisory services focused on Arab-Israeli entrepreneurs; financial management services, namely, asset management services in the fields of private equity and venture capital for Arab-Israeli entrepreneurs; financial research and analysis, namely in the fields of private equity and venture capital for early stage and start-up companies founded by Arab-Israeli entrepreneurs, namely, financial due diligence and selection services in the nature of financial, business and operational analysis for early stage and start-up companies founded by Arab-Israeli entrepreneurs;CAPITAL PARTNERS;
ORIGIN VENTURES Origin Ventures Group 549 West Randolph Street, Suite 601 Chicago IL 60661 Venture capital investment services; capital investment services; financial services, namely, venture capital fund formation, investment and management services; investment of funds for others; financial investing for others in software and marketplace oriented businesses; private equity funding services, namely, private equity financing, consultation and fund management services;VENTURES;
PEARL STREET VENTURE FUNDS Barnard Associates, Inc. Suite 801, Guaranty Building 20 N. Meridian Street Indianapolis IN 46204 Venture capital investment services;VENTURE FUNDS;
PERENNIAL VENTURE PARTNERS Maki, David J. 6501 Columbia Center 701 Fifth Avenue Seattle WA 98104 venture capital investment services;VENTURE PARTNERS;
PERENNIAL VENTURES Maki, David J. 6501 Columbia Center 701 Fifth Avenue Seattle WA 98104 venture capital investment services;VENTURES;
PROFESSIONAL OWNERSHIP Lubar & Co. Suite 1200 700 N. Water St. Milwaukee WI 53202 venture capital investment services; consulting in the field of venture capital investment services;
PROLOG PROLOG VENTURES 7733 Forsyth Boulevard, Suite 1440 St. Louis MO 63105 VENTURE CAPITAL INVESTMENT SERVICES;
PVP I Maki, David J. 6501 Columbia Center 701 Fifth Avenue Seattle WA 98104 venture capital investment services;
REIMAGINED VENTURES Reimagined Ventures 1001 Green Bay Rd #317 Winnetka IL 60093 Venture capital investment services; investing operations, namely, investment management services;Investing operations, namely, providing investment services in the nature of new business venture development and formation consulting services, business management, operational business assistance to enterprises, and strategic assistance being business strategy development services and consultancy and advisory services in the field of business strategy;VENTURES;
SCIENCE TO SOCIETY BOW VENTURES MANAGEMENT C/O WILSON SONSINI GOODRICH & ROSATI 650 PAGE MILL ROAD Palo Alto CA 943041050 venture capital investment services; management of investment funds;business planning consultation services;
SHERPALO Sherpalo 2725 Sand Hill Road, Suite 120 Menlo Park CA 94025 Venture capital investment services; private equity investment services; investment fund management services; and financial analysis services;
SOCIAL UNICORN BOW VENTURES MANAGEMENT C/O WILSON SONSINI GOODRICH & ROSATI 650 PAGE MILL ROAD Palo Alto CA 943041050 venture capital investment services; management of investment funds;business planning consultation services;
THE INTERSECTION OF CULTURE AND COMMERCE Connect Ventures GP I 1954 Greenspring Drive, Suite 600 Timonium MD 21093 Venture capital investment services; financial services, namely, fund formation, investment and management services; private equity funding services, namely, financing, consultation and fund management services; investment of funds for others; capital investment services; financial sponsorship of the formation of private investment funds and private investment accounts; financial investing in early stage technology focused global commerce and media oriented businesses;
THE VALENT GROUP Venture Mill 535 Middlefield Road Menlo Park CA 94025 venture capital investment services;business consulting services in the field of operating and developing new companies; business management of new companies for others; franchising, namely, offering technical assistance in the establishment and/or operation of new technology and e-commerce companies;GROUP;
THIRD POINT VENTURES Third Point 55 Hudson Yards New York NY 10001 Venture capital investment services, namely, providing financing to private companies at early, middle and later stages of development;Color is not claimed as a feature of the mark.;VENTURES;
THIRD POINT VENTURES Third Point 55 Hudson Yards New York NY 10001 Venture capital investment services, namely, providing financing to private companies at early, middle, and later stages of development;VENTURES;
UNION VENTURES Utah Management Associates, Inc. 423 Wakara Way, Suite 206 Salt Lake City UT 84108 venture capital investment services;VENTURES;
VERTICA Vertica Capital Management 30 East 23rd Street, 6th Floor New York NY 10010 venture capital investment services; investment management services; investment of funds for others; private equity fund investment services;
VIEWPOINT VENTURES ViewPoint Ventures Management 900 Broadway Suite 905 New York NY 10003 Venture capital investment services; venture capital services, namely, providing financing to emerging and start-up companies; private equity funds investment services; private equity services, namely, financing services, advising on financial aspects of structuring and participating in equity and debt financings, sourcing investments, identification of investors, advising on fund raising materials, identifying potential acquisitions and acquisition targets, advising on financial aspects of IPO planning and execution; investment banking services; raising and managing funds, namely, raising funds from institutional and individual investors and providing venture capital fund management services; capital investment services; publicly traded securities investment management services; financial management and administration of funds in the nature of investment funds and funds involving publicly traded securities; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; providing venture capital, development capital, private equity and investment funding; investment advisory services, namely, offering and facilitating investment and co-investment opportunities in early and growth-stage operating companies;Business consultation services in the field of innovation for insurance and financial service organizations; business consulting services in the field of new business venture development and formation; arranging of business introductions; business information services, namely, providing business information in the field of business insights and trend analysis; business advising on organizational culture change within organizations;VENTURES;
WELLSPRING ANGEL FUND Wellspring Angel Fund 199 Massachusetts Avenue Suite #501 Boston MA 02115 venture capital investment services;ANGEL FUND;
 

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

   
Technical Examples
  1. An automated retirement plan manager manages the assets of an employee retirement benefits plan on behalf of an employer. The plan manager executes trades on investment vehicles based on instructions from an automated independent investment advisor. The advisor calculates a human capital for each plan participant based on data derived from the employer and from the participant through an interface, and based on that human capital calculation recommends an allocation of portfolio assets to the participant. This recommendation, once presented for review by and perhaps modified by the participant, becomes an instruction to the plan manager. As the participant ages his or her human capital is recalculated, and this is used to determine whether the participant's present portfolio type should now be switched to a more conservative one.