INVESTMENT FINANCIAL ADVISORY SERVICES

Brand Owner (click to sort) Address Description
BALLENTINE PARTNERS Ballentine Partners 230 3rd Ave, Floor 6 Waltham MA 02451 Investment and financial advisory services focused on individuals and families with substantial wealth, and entrepreneurs;As to BALLENTINE;PARTNERS;
BRIGHTSCAPE Brightscape Investment Centers, Inc. 7241 SW 168th Street Miami FL 33157 Investment And Financial Advisory Services; Investing The Funds Of Others; Financial And Investment Management Services; Financial Portfolio Analysis, Mutual Fund Analysis And Investment Advisory Services Namely, Evaluating Client's Investment Risk, Evaluating Portfolio Risk, Synchronizing Portfolio Risk To The Client Investment Risk Through Recommending And Implementing Changes To Client Portfolios, Adjusting Client Goals Based Upon Portfolio Changes As A Result Of The Synchronization, Selection Of Investment Stocks, Debt Instruments And Mutual Funds, And Ongoing Monitoring Of The Portfolios;[Franchising, namely, Offering Technical Assistance In The Establishment And Or Operation Of Investment Advisory Businesses; And Producing Investment Reports];
CHARITY CAPITAL FUNDING PLAN Ensurco Holdings, Ltd. 4570 Westgrove Dr. #220 Addison TX 75001 investment and financial advisory services; charitable fund raising services;
EARTH Worldwide City Trading Limited Wickhams Cay 1, Road Town Akara Bldg., 24 De Castro Street Tortola Br.Virgin Islands Investment and financial advisory services; financial and investment consultancy; financial research services; financial analysis; corporate, commercial and investment banking services; capital investments; fund investments; financial management; financial asset management; insurance consultancy; investment management in the field of initial public offering services; advisory and consultancy services in relation to all the foregoing;
ENSURCO HOLDINGS Ensurco Holdings, Ltd. 4570 Westgrove Dr. #220 Addison TX 75001 investment and financial advisory services; charitable fund raising services;HOLDINGS;
ESG LEAF SCORE Sage Advisory Services, Ltd. Co. 5900 SW PKWY Bldg One Austin TX 78735 Investment and financial advisory services; providing investment and financial advisory information;ESG AND SCORE;
FONTANA CAPITAL Fontana Capital 99 Summer Street, Suite 1520 Boston MA 02110 Investment and financial advisory services;
FORWARD VENTURES Forward Ventures Services Corporation 9255 Towne Centre Drive Suite 300 San Diego CA 92121 investment and financial advisory services;VENTURES;
FORWARD VENTURES Forward Ventures Services Corporation 9255 Towne Centre Drive Suite 300 San Diego CA 92121 Investment and financial advisory services;VENTURES;
INDEPENDENT INVESTORS INSTITUTE Donoghue, William E. 536 Fifth Avenue West Seattle WA 98119 investment and financial advisory services;
INVESTORPROTECTOR Investor Life Services Inc. 825 S. Cable Road Lima OH 45805 Investment and financial advisory services to issuers and purchasers of securities, guarantee assurance brokerage and administration, irrevocable trust management, and trust administration services;INVESTOR PROTECTOR;
LEAF SCORE Sage Advisory Services, Ltd. Co. 5900 SW PKWY Bldg One Austin TX 78735 Investment and financial advisory services; providing investment and financial advisory information;
LONG-TERM CAPITAL Long-Term Capital Management, L.P. One East Weaver Street Greenwich CT 068315146 Investment and financial advisory services; financial research, planning and analysis; financial consultation; portfolio management; securities and derivatives investment services utilizing financial technology based on complex mathematics, finance theories and formulas;LONG TERM CAPITAL;
LONGRUN CAPITAL MANAGEMENT LLC LongRun Capital Management 36 Summit Avenue Bronxville NY 107082527 Investment and Financial Advisory Services;LONG RUN CAPITAL MANAGEMENT LLC;Capital Management LLC;
LTCM Long-Term Capital Management, L.P. One East Weaver Street Greenwich CT 068315146 Investment and financial advisory services; financial research, planning and analysis; financial consultation; portfolio management; securities and derivatives investment services utilizing financial technology based on complex mathematics, finance theories and formulas;LONG TERM CAPITAL MANAGEMENT;
MONTAUK COMPLETE FIRST MONTAUK SECURITIES CORPORATION Parkway 109 Office Center 328, Newman Springs Road Red Bank NJ 07701 INVESTMENT AND FINANCIAL ADVISORY SERVICES;COMPLETE;
MONTECITO CAPITAL MANAGEMENT Lytel, Kipley J. Suite 203 225 E. Carrillo Santa Barbara CA 93101 Investment and Financial Advisory Services;CAPITAL MANAGEMENT;
NPO FINANCIAL NPO Financial LP 4570 Westgrove Dr. #220 Addison TX 75001 investment and financial advisory services; charitable fund raising services;
PERSONAL CHIEF FINANCIAL OFFICER Tinney E Keys , 6300 South Syracuse Way, Suite 480 Englewood CO 80111 INVESTMENT AND FINANCIAL ADVISORY SERVICES;INVESTMENT AND FINANCIAL ADVISORY SERVICES;
PHARMA CENTRIC FLEMING, STANDISH 4975 CONCONNAN STREET SAN DIEGO CA 92130 Investment and financial advisory services;
RETIREMENTOLOGY JACKSON NATIONAL LIFE INSURANCE COMPANY 1 Corporate Way Lansing MI 48951 investment and financial advisory services;
SAGE ESG LEAF SCORE Sage Advisory Services, Ltd. Co. 5900 SW PKWY Bldg One Austin TX 78735 Investment and financial advisory services; providing investment and financial advisory information;
SAGE LEAF SCORE Sage Advisory Services, Ltd. Co. 5900 SW PKWY Bldg One Austin TX 78735 Investment and financial advisory services; providing investment and financial advisory information;
YOUR FUTURE IS HERE O'Brien Consulting, Inc. 1954 Howell Branch Road Winter Park FL 327921041 Investment and financial advisory services, namely, portfolio management, financial planning, and consultation in the financial aspects of bank mergers;
 

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.