FINANCIAL PORTFOLIO MANAGEMENT

Brand Owner (click to sort) Address Description
"STRUCTURED ASSET MANAGEMENT SYSTEMS" March, Nico F 13024 Via Latina
Del Mar CA 92014
Financial Portfolio Management
401(K) MANAGEMENT SERVICE - THE 401(K) AUTOPILOT RHOADS LUCCA CAPITAL MANAGEMENT, INC. 120 North Pointe, Suite 201
Lancaster PA 17601
Financial portfolio management
7 DEADLY SINS OF INVESTING Tribeca Capital Management, LLC 4647 N. 32nd Street, Suite 201
Phoenix AZ 85018
Financial Portfolio Management
A BETTER STRATEGY FOR A BETTER FUTURE PROACTIVE Money Management, Inc Suite 200
3401 Technology Drive
Lake Saint Louis MO 63367
Financial services, financial portfolio management
A SMART NEW WAY TO BANK Marshall & Ilsley Corporation 770 North Water Street
Milwaukee WI 53202
Banking and financial services, credit card...
A SMART WAY TO BANK Marshall & Ilsley Corporation 770 North Water Street
Milwaukee WI 53202
Banking and financial services, credit card...
A TRADITION OF INNOVATIVE INVESTING J.H. Whitney & Co. 177 Broad Street
Stamford CT 06901
Financial services, - financial portfolio management...
AAL Accountancy Associates, LLC 1250 Barclay Boulevard
Buffalo Grove IL 60089
Financial consultation, financial consultation services, financial...
ABS USA DIVISION BUILDING A BETTER BUSINESS Angstrom Business Solutions, Inc. 570 Lake Cook Road, Suite 210
Deerfield IL 60015
Financial consultation, financial consultation services, financial...
ACTIVE INVESTOR SUNTRUST BANKS, INC MAIL CODE 0-2103
200 S. ORANGE AVENUE
ORLANDO FL 32801
financial portfolio management
ACTIVEBETA WESTPEAK GLOBAL ADVISORS 1470 Walnut Street
Boulder CO 80302
Financial portfolio management
ADVANTAGEVOICE Wells Fargo & Company 1700 Wells Fargo Center, MAC N9305-176
Sixth & Marquette
Minneapolis MN 55479
Online journals, blogs featuring information in...
ALPHA GLOBAL BEAUMONT, PERRY H 28 WOODS LANE
E. HAMPTON NY 11937 NY
Financial services, financial portfolio management, investment...
ALPHA QUANT PORTFOLIO The Rehmann Group Suite 201
5800 Gratiot Ave.
Saginaw MI 48605
Financial portfolio management
AMERICA'S ELITE RIA NETWORK GROUP THE RETIREMENT CORPORATION OF AMERICA 11500 NORTHLAKE DRIVE
SUIT 100
CINCINNATI OH 45249
Financial portfolio management, financial planning, investment...
ANALYTICAL MATURITY PT FINANCIAL, LLC 500 W. MADISON AVENUE - SUITE 350
CHICAGO IL 60661
financial portfolio management services for others,...
ARROWPOINT VENTURES Abraham, John M. 25 Landing Lane
Princeton Junction NJ 08550
financial services, investment advisory and investment...
ATINDEX PPA Acquisition Corp. I. 1151 Fairview Avenue N.
Seattle WA 98109
Financial portfolio management, tax efficient equity...
BANCA AKROS Banca Akros S.p.A. Corso Italia 3
Milano
Italy
Financial advisory and consultancy services, financial...
BAYMOUNT A&S Capital Advisors, Inc. 707 E. Main St.
20th Floor
Richmond VA 23219
Financial portfolio management services
BAYVIEW ADVISORY SERVICES Bayview Asset Management, LLC 5th Floor
4425 Ponce De Leon Blvd.
Coral Gables FL 33146
Mortgage acquisition and securitization; mortgage brokerage...
BAYVIEW ASSET MANAGEMENT Bayview Asset Management, LLC 4425 Ponce de Leon Blvd, 5th Floor
Coral Gables FL 33146
Mortgage acquisition and securitization; mortgage brokerage...
BAYVIEW FINANCIAL BAYVIEW FINANCIAL, L.P. COMPOSED OF BAYVIEW FINANCIAL
MANAGEMENT, CORP., GENERAL PARTNER 4425 PONCE DE LEON BLVD., 4TH FLOOR
CORAL GABLES FL 33146
mortgage acquisition and securitization; mortgage brokerage...
BETZOLD TOTAL RETURN PERFORMANCE TRUST INVESTMENT ADVISORS, LLC 500 W. MADISON STREET - SUITE 350
CHICAGO IL USA 60661
financial portfolio management services for others,...
BLOSSOM Blossom Wealth Management, LLC 2141 N. Donovan Way
San Ramon CA 94582
Investment and financial services, financial portfolio...
BLUE MARBLE Blue Marble Investments LLC 36 West Colorado S., #206
Pasadena CA 91105
Financial services in the nature of...
BOSS: BACK OFFICE SUPPORT SERVICE Back Office Support Services Suite 301
550 West Vista Way
Vista CA 92083
Financial portfolio management
BRIDGELIGHT Bridgelight Capital, LLC 5704 E. Libby St.
Scottsdale AZ 85254
Wealth advisory services, financial planning, wealth...
BROAD HOLLOW Broad Hollow Management LLC 310 South Street
Morristown NJ 07960
Financial services, investment advisory and investment...
BROAD HOLLOW MANAGEMENT Broad Hollow Management LLC 310 South Street
Morristown NJ 07960
Financial services, investment advisory and investment...
BROAD HOLLOW PARTNERS Broad Hollow Management LLC 310 South Street
Morristown NJ 07960
Financial services, investment advisory and investment...
BUILDING FINANCIAL CONFIDENCE RISKMETRICS GROUP, INC. 44 WALL STREET
NEW YORK NY 10005
Financial portfolio management services, quantifying the...
BUSINESS TRANSITION GROUP Business Transition Group, Inc. Four Greentree, Suite 302
Marlton NJ 08053
financial portfolio management, financial management, investment...
BZMONEY Ivanov, Aleksandr 7808 Honors Court
Las Vegas NV 89129
financial portfolio management, securities brokerage
C COLUMBIAMANAGEMENT Ameriprise Financial, Inc. 5226 Ameriprise Financial Center
Minneapolis MN 55474
Financial services, a portfolio offering for...
C OPEN ACCESS FINALLY. GROUP RETIREMENT THE RIGHT WAY. Open Access Limited 1 Richmond Street West
Suite 800
Toronto M5H 3W4
financial services, investment consultation, financial portfolio...
CAC 40 EURONEXT PARIS SA Palais de la Bourse, Place de la Bourse
75002 Paris
France
financial portfolio management
CALCULATION SERVER Derivative Solutions, Inc. suite 2825
55 West Monroe
Chicago IL 60603
Financial Portfolio Management
CAPITAL INVESTMENT TECHNOLOGIES Analytic Investment Management LLC 7737 Huntridge Lane
Cupertino CA 95014
Financial portfolio management; Financial services, a...
CARL MARKS & CO. CREATING VALUE. CARL MARKS & CO. INC. 900 Third Avenue
33rd Floor
New York NY 10022
FINANCIAL PORTFOLIO MANAGEMENT; FINANCIAL MANAGEMENT, PLANNING,...
CATHOLIC FINANCIAL LIFE CATHOLIC FINANCIAL LIFE 1100 WEST WELLS STREET
MILWAUKEE WI 53233
Financial and insurance services, life insurance...
CATHOLIC FINANCIAL LIFE CATHOLIC FINANCIAL LIFE 1100 WEST WELLS STREET
MILWAUKEE WI 53233
Financial and insurance services, life insurance...
CDO ASSISTANT Derivative Solutions, Inc. suite 2825
55 West Monroe
Chicago IL 60603
Financial Portfolio Management
CDO MANAGER Derivative Solutions, Inc. suite 2825
55 West Monroe
Chicago IL 60603
Financial Portfolio Management
CELADON MANAGED WEALTH Celadon Managed Wealth 4215 Berkshire Ct.
Plymouth MN 55446
Financial portfolio management
CHARLES RIVER BANK Charles River Bank 70 Main Street
Medway MA 02053
Banking services; mortgage banking; electronic funds...
CHAUTAUQUA CAPITAL MANAGEMENT Chautauqua Capital Management LLC 1300 Walnut Street
Suite 204
Boulder CO 80306
Financial portfolio management
CHRONIM ADVISORS CHRONIM INVESTMENTS, INC. 222 West Las Colinas Blvd
Suite 1050E
Irving TX 75039
Financial services, financial portfolio management
CLASSIC ACCOUNT Merrill Lynch & Co., Inc. 250 Vesey Street, 34th Floor
New York NY 102811334
financial portfolio management
CLEAR(K) PACIFIC WEST FINANCIAL GROUP, LLC One Renton Place
555 Renton Village Place #700
Renton WA 98055
FINANCIAL PORTFOLIO MANAGEMENT IN THE NATURE...
COGNITY FINANALYTICA, INC. Suite 1600
100 Park Avenue
New York NY 10017
Financial risk management and financial portfolio...
COMERICA MONEYMARKET TRADER CCMERICA INCORPORATED 500 Woodward Avenue, MC 3391
Detroit MI 48226
Providing institutional money market investors online...
COMFORT STOCKS THE RETIREMENT CORPORATION OF AMERICA 11500 NORTHLAKE DRIVE
SUIT 100
CINCINNATI OH 45249
FINANCIAL PORTFOLIO MANAGEMENT; INVESTMENT SERVICES, INVESTMENT...
CONCENTRATED STOCK MANAGEMENT Branigan, Mark C. 220 Central Park South, PH A
New York NY 10019
Financial services, financial portfolio management
CRAIGMORE Craigmore Capital Limited 15A Cleaveland Square
LondonW2 6DG
GB
provision of financial services to clients,...
CREATING BLACK WEALTH Bryant Group, LLC, The 305 Broadway 9th Floor
New York NY 10007
FINANCIAL PORTFOLIO MANAGEMENT, INVESTMENT MANAGEMENT
CREDIGY Peachtree Financial Solutions, LLC 6465 East Johns Crossing
Suite 200
Johns Creek GA 30097
Financial portfolio management in the field...
CREDIGY Peachtree Financial Solutions, LLC 6465 East Johns Crossing
Suite 200
Johns Creek GA 30097
Financial portfolio management in the field...
CÙNG NHAU TA TIEN XA Wells Fargo & Company 1700 Wells Fargo Center; MAC N9305-176
Sixth and Marquette
Minneapolis MN 55479
banking services; business banking services; financial...
DAPIS Mascioli, Edward A. 15 Hales Hollow
Dover MA 02030
Financial services, investment advisory and investment...
DAVIVIENDA INTERNATIONAL BANCO DAVIVIENDA S.A. CARRERA 7 # 31-10 PISO 24
Bogota
Colombia
Financial services, trust services, investment and...
DAVIVIENDA INTERNATIONAL BANCO DAVIVIENDA S.A. CARRERA 7 # 31-10 PISO 24
Bogota
Colombia
Financial services, trust services, investment and...
DBK-PINNACLE, INC. DBK-Pinnacle, Inc. 330 Washington Boulevard #507
Marina del Rey CA 902925146
investment brokerage and financial portfolio management
DIGIMONEY DIGIMONEY, SIA VIESTURA PROSPEKTS 14-41
RIGA LV1034
Latvia
Insurance administration; financial affairs, financial portfolio...
DIRECT LINE Direct Line Insurance Plc 3 Edridge Road
Croydon Surrey, CR9 1AG
United Kingdom
underwriting of motor insurance, travel insurance,...
DIRECTIONAL FINANCIAL SERVICES Directional Financial Services, Inc. Suite 4120
800 Fifth Avenue
Seattle WA 98104
Financial portfolio management
DISCOVERING VALUE OFF THE BEATEN PATH River Road Asset Management, LLC 462 South Fourth Street, Suite 1600
Louisville KY 40202
FINANCIAL PORTFOLIO MANAGEMENT AND INVESTMENT ADVISORY...
DIVERSIFIED DISCIPLINE PORTFOLIO Elias Asset Management, Inc. 500 Essjay Road
Williamsville NY 14221
Financial portfolio management
DOHENY ASSET MANAGEMENT Doheny Asset Management LLC 10877 Wilshire Boulevard, 14th Floor
Los Angeles CA 900244341
Financial portfolio management and investment advisory...
DOHENY ASSET MANAGEMENT A PARTNERSHIP WITH ANGELO, GORDON & CO., L.P. DOHENY ASSET MANAGEMENT 10877 Wilshire Boulevard
Los Angeles CA 900244341
financial portfolio management and investment advisory...
DUAL INVESTMENT MANAGEMENT STRATEGY TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA 730 THIRD AVENUE
NEW YORK NY 10017
financial portfolio management of mutual fund...
DYNAMIC ADVANTAGE PROGRAM INVESTMENT CAPITAL TECHNOLOGIES, LLC 241 RIDGE STREET
SUITE 400
RENO NV 89501
Financial services, providing asset allocation strategies...
DYNAMIC STYLE ROTATION High Street Financial, Inc. 12802 Tampa Oaks Blvd.
Tampa FL 33637
investment consultation and financial portfolio management
DYNAMIQ ASSET ALLOCATION Durio, Kevin # 104-407
5521 Greenville Ave.
Dallas TX 75206
Financial portfolio management; Investment advice; Investment...
E-SETTLEMENT Star Data Systems, Inc. 7030 Woodbine Avenue Suite 800
Markham, Ontario L3R 1A2
CA
financial portfolio management
E-SETTLEMENT STAR DATA SYSTEMS INC. 7030 Woodbine Avenue, Suite 800
Markham, OntarioL3R 1A2
CA
financial portfolio management
EARNINGS REVISION MODEL ERM De Vengoechea, Rafael 2024 Highland Dr
Newport Beach CA 92660
Financial portfolio management
EASY TERRAIN AMERIPRISE FINANCIAL, INC. 5226 AMERIPRISE FINANCIAL CENTER
MINNEAPOLIS MN 55474
Financial services, advice relating to investments,...
ECO LEADERS Riverbridge Partners, LLC Suite 600
801 Nicollet Mall
Minneapolis MN 55402
Financial portfolio management
EDMP EDMP Inc. 511 Bay St. #309
Tampa FL 33606
Financial services, providing investment advice, financial...
EDMP EDMP Inc. 511 Bay St. #309
Tampa FL 33606
Financial services, providing investment advice, financial...
EFFICIENT CAPITAL Efficient Capital Management, LLC Suite 220
4355 Weaver Parkway
Warrenville IL 60555
Funds investment and financial portfolio management
EFFICIENT CAPITAL MANAGEMENT Efficient Capital Management, LLC Suite 220
4355 Weaver Parkway
Warrenville IL 60555
Funds investment and financial portfolio management
EFRONT EFRONT FINANCIAL SOLUTIONS INC. 11 East 44th Street, 7th Floor
New York NY 10017
Computer software design, development and integration...
EFRONT FINANCIAL SOLUTIONS EFRONT FINANCIAL SOLUTIONS INC. 11 East 44th Street, 7th Floor
New York NY 10017
Computer software design, development and integration...
EMC MORTGAGE Bear Stearns Companies Inc., The 383 MADISON AVENUE
New York NY 10179
Financial portfolio management, servicing and maintaining...
EMCMORTGAGE.COM Bear Stearns Companies, Inc., The 245 Park Avenue
New York NY 10167
Financial portfolio management, servicing and maintaining...
EMCMORTGAGECORP.COM JPMORGAN CHASE & CO. 270 PARK AVENUE
NEW YORK NY 10017
Financial portfolio management, servicing and maintaining...
EMCMORTGAGEONLINE.COM Bear Stearns Companies, Inc., The 245 Park Avenue
New York NY 10167
Financial portfolio management, servicing and maintaining...
EMCMTG.COM Bear Stearns Companies, Inc., The 245 Park Avenue
New York NY 10167
Financial portfolio management, servicing and maintaining...
ENTERPRISE CALCULATION SERVER Derivative Solutions, Inc. suite 2825
55 West Monroe
Chicago IL 60603
Financial Portfolio Management
EQUIAD EquiAd Capital Management LLC 36 Washington Avenue
Endicott NY 13760
Financial portfolio management, Financial investment in...
EXCELLENCE BEYOND PERFORMANCE NBN Advisors, Inc. 880 Third Avenue
New York NY 10022
Financial services, financial portfolio management, mutual...
EXECUTIVE OVERDRIVE WELLS FARGO & COMPANY 420 MONTGOMERY STREET
SAN FRANCISCO CA 94104
financial portfolio management for supplemental retirement...
EXPECTATIONS SET EXPECTATIONS MET THE RETIREMENT CORPORATION OF AMERICA 11500 NORTHLAKE DRIVE
SUIT 100
CINCINNATI OH 45249
FINANCIAL PORTFOLIO MANAGEMENT, FINANCIAL PLANNING; INVESTMENT...
EXPONENTIAL WEB ADWERE-BOAMAH, KWAME LEE 1310 Portland Avenue
Albany CA 94706
FINANCIAL SERVICES, STOCK BROKERAGE SERVICES, MUTUAL...
FAMILY INDEX STRESS TEST Carson Pacific LLC 13321 California Street, Suite 100
Omaha NE 68154
Investment advice and financial portfolio management
FAMILY MASTER PLAN THE RETIREMENT CORPORATION OF AMERICA 11500 NORTHLAKE DRIVE
SUIT 100
CINCINNATI OH 45249
FINANCIAL PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, INVESTMENT...
FAY&CO Fay, Richard A. 543 South 800 East
Salt Lake City UT 841022912
Financial Portfolio Management for Others
FAYTRADE Fay, Richard A. 543 South 800 East
Salt Lake City UT 841022912
Financial Portfolio Management for Others
 

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

Technical Examples
  1. A method and system performs an analysis to compare and evaluate the performance of an investment portfolio The method and system includes processes performed on the financial data for each stock in the investment portfolio followed by a fundamental financial analysis. The fundamental financial analysis includes a negative base number inclusion process relating to stocks in the investment portfolio and uses financial data for the stocks that is selected from comparable time periods for each of the stocks, thereby generating a more accurate evaluation of the investment portfolio.