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Unified Financial Services, Inc., a holding company, provides financial products and services in the United States. It offers back-office and shareholder services for the assets of third-party mutual fund families, as well as its affiliated series funds, including mutual fund distribution services. In addition, the fund manages and administers 401(k) and other ERISA-directed assets, and wealth for individuals through portfolio management and a suite of family-office services. As of December 31, 2003, it provided mutual fund services, transfer agency, fund accounting, administration, and distribution services to 31 mutual fund families consisting of 176 portfolios. As of the above date, the fund provided trust and retirement services to approximately 1,800 clients. Unified Financial was organized in 1989 as Unified Holdings, Inc. and changed its name to Unified Financial Services, Inc. in 1997. The fund is headquartered in Lexington, Kentucky.

Union Financiere de France Banque SA Company offers asset management services to nearly 128,000 individuals and nearly 18,000 companies in France. Union Financiere de France Banque SA company employs more than 1,000 advisors throughout the nation. Union Financiere de France Banque has been increasing its marketing efforts toward upper-income individuals: It has employed such slogans as the bank which makes you long to be a capitalist and has used images of Karl Marx and Mao Tse-tung in capitalist garb for its advertising. Life insurer Aviva Vie (part of Aviva) owns more than three-quarters of Union Financiere de France Banque.

Value Line, Inc. was founded in 1931 and is based in New York, New York. Value Line, Inc. is a subsidiary of Arnold Bernhard & Co., Inc. Value Line, Inc. (Value Line) is principally engaged in the business of producing investment-related periodical publications and making available copyrighted data, including Value Line ranking system information and other information under agreements to third parties for use in selecting securities for third party marketed products, such as unit investment trusts, closed-end fund products and exchange traded funds, and providing investment management services to the Value Line Funds and other managed accounts. The Company is organized in two segments: Investment Periodicals, Related Publications and Copyright Data, and Investment Management. The investment-related periodicals offered by Value Line Publishing Inc., a wholly owned subsidiary of the Company, cover investments, including stocks, mutual funds, options and convertible securities. As of April 30, 2009, the Company was the investment adviser for the Value Line Mutual Funds, which consisted of 14 mutual funds.

vCap Investments LLC company was founded as Alexander Securities in 1998 by David Granzotti, who launched the company's first hedge fund the following year. vCap Investments is an asset management firm that specializes in four areas: asset management for clients who need investment and financial planning; the private client group, through which is focuses on high-net-worth clients; alternative investments, such as hedge funds; and capital introductions, best described as introducing hedge fund managers to investors. It also offers futures and currency trading.

Virgin Money offers savings and investment vehicles such as individual savings accounts, pension plans, unit trusts, and deposit accounts. It also offers personal loans and home, car, life, pet, and travel insurance. Virgin Money has launched a successful credit card, with services reaching into Australia and South Africa. In 2010 it bought small UK private bank Church House Trust as a platform to offer retail banking. Virgin Money is looking to the US for expansion as well. Also in 2010 US billionaire Wilbur Ross (through WL Ross) arranged to acquire a 21% stake in the company for some $100 million ($152 million). A unit of Sir Richard Branson's Virgin Group, Virgin Money was founded in 1995.

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