TAG: registered investment advisor

26 Results

a quantitative line of equity mutual funds to complement the 39 equity mutual funds that use ... Advisers, a registered investment advisor. ... [more...]

Keyword: Press, Release,

Todd Investment Advisors and Fort Washington Investment Advisors

... and under management in excess of $39 billion. A Fortune 500 ... 1 A registered investment advisor. 2 A registered broker-dealer and member NASD/SIPC. ... [more...]

Keyword: Todd, Investment, Advisors, and, Fort, Washington, Investment, Advisors,

ABOUT THE FUND

Since inception through 12/31/06 ... The Torray Institutional Fund is a ... registered investment advisor. Investment Goals . The Torray Institutional Fund's ... [more...]

Keyword: ABOUT, THE, FUND,

Managing Money Matters

... BLADE www.washingtonblade.com. JANUARY 21, 2005 39. Managing Money Matters ... Registered Investment Advisor/SEC. Telephone: 301-770-6800. Fax: 301-770-9031 ... [more...]

Keyword: Managing, Money, Matters,

FORM 10-K

registered investment advisor that provides investment management services ... Growth Fund, and 39% of our investment management fees were attributable to that ... [more...]

Keyword: FORM, 10-K,

Request For Proposal

registered investment advisor who serves as fiduciary for the accounts. In no ... 39) Why is your team best suited for this assignment? ... [more...]

Keyword: Request, For, Proposal,

Automatic Enrollment or Managed Account?

includes survey responses from both Gen X (ages 28 to 39 years old -- born 1968 to 1979) and ... a registered investment advisor. StanCorp Equities, Inc. ... [more...]

Keyword: Automatic, Enrollment, Managed, Account?,

WEEKLY STATISTICS FOR OUR INVESTMENT PLANS As of April 4, 2003

Our Mutual Fund Index (MFI) finally crossed its long-term trend line this week ... Registered Investment Advisor. 714.841.5804. www.successful-investment.com ... [more...]

Keyword: WEEKLY, STATISTICS, FOR, OUR, INVESTMENT, PLANS, April, 2003,

N V E S T M E N T P R O F I L E

... June 30, 2006 were $950,000, up 39% from $684,000 in the comparable. 2005 ... review the companies thoroughly with their registered investment advisor or ... [more...]

Keyword:

SPIN-OFF RESEARCH

... off Advisors, L.L.C., a Registered Investment Advisor, and employees of Spin-off ... 8,205.39. SFr. 719.35 SFr. 11,787.38. Enterprise Value (000,000) 100, ... [more...]

Keyword: SPIN-OFF, RESEARCH,

Los Angeles Unified School District Title: DEBT MANAGEMENT POLICY ...

... applicable only to Proposition 39 general obligation ... An independent broker, registered investment advisor or the County of Los Angeles shall solicit ... [more...]

Keyword: Los, Angeles, Unified, School, District, Title:, DEBT, MANAGEMENT, POLICY, ...,

EVOLVING VA DISTRIBUTION Perspectives from Advisors, Manufacturers, and ...

39. II. The Three Cs: Cost, Complexity, & Commissions. ... Registered investment advisor. 5% National/Regional broker/dealer. 39% Insurance company ... [more...]

Keyword: EVOLVING, DISTRIBUTION, Perspectives, from, Advisors,, Manufacturers,, and, ...,

THE TREASURER'S FUND, INC. U.S. Treasury Money Market Portfolio ...

This Statement of Additional Information ("SAI"), which is not a prospectus, ... BROKERAGE .39. RATINGS OF MUNICIPAL AND CORPORATE OBLIGATIONS.A-1. UNRATED BONDS.A-2 ... [more...]

Keyword: THE, TREASURER'S, FUND,, INC., U.S., Treasury, Money, Market, Portfolio, ...,

Real Estate Equity Securities Quarterly Report

first quarter, outpacing both the S&P 500 and the Russell 2000. ... Investors, LLC, a registered investment advisor and a member of the Principal Financial Group. ... [more...]

Keyword: Real, Estate, Equity, Securities, Quarterly, Report,

Open-Ended Fund - Private Placement Memorandum (Submitted and Revised ...

FORTRESS GLOBAL VALUE FUND LIMITED. A British Virgin Islands Public Mutual Fund Company ... The Manager has been a registered investment advisor since 1996. The ... [more...]

Keyword: Open-Ended, Fund, Private, Placement, Memorandum, (Submitted, and, Revised, ...,

www.treasury.state.al.us/Content/Documents/2006 Final Consultant RFPa.doc

50,670,985.39. 1.81% Amsouth. Fixed Income. 144,558,267.34. 5.16% Atlanta Capital ... Must be a registered investment advisor with the SEC under the Investment ... [more...]

Keyword: www.treasury.state.al.us/Content/Documents/2006, Final, Consultant, RFPa.doc,

Annaly Mortgage Man agement Inc

Income Discount Advisory Company (FIDAC), a registered investment advisor, ... of 39%. Spread compression was driven by the cost of funds rising more rapidly ... [more...]

Keyword: Annaly, Mortgage, Man, agement, Inc,

RETIREMENT PLANNER VA

The Penn Series Money Market Fund 7-day yield was 3.47%. The yield, which is ... ( HTK) , Registered Investment Advisor, Member FINRA/SIPC, 600 Dresher Road, ... [more...]

Keyword: RETIREMENT, PLANNER,

Oil Price Conundrum

Investment Advisory Services offered through Kevin Tolsma as Investment Advisory ... A Registered Investment Advisor. Continued on back. Oil Price Conundrum ... [more...]

Keyword: Oil, Price, Conundrum,

CYPRESS-FAIRBANKS I.S.D. RETIREMENT SAVINGS PLAN

a registered investment advisor, limited brokerage services provided ... g Cap Stocks 39% B. L. Sm/Mid Cap 12% Int'l Stocks 9% Money Mkt 0. onds 20% g Cap Stocks 52 ... [more...]

Keyword: CYPRESS-FAIRBANKS, I.S.D., RETIREMENT, SAVINGS, PLAN,

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