TAG: registered investment advisor

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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,
... 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...]
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,
... 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,
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,
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,
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...]
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...]
... 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:
... 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,
... applicable only to Proposition 39 general obligation ... An independent broker, registered investment advisor or the County of Los Angeles shall solicit ... [more...]
39. II. The Three Cs: Cost, Complexity, & Commissions. ... Registered investment advisor. 5% National/Regional broker/dealer. 39% Insurance company ... [more...]
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...]
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...]
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...]
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...]
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,
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,
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,
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...]
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