INVESTMENT PORTFOLIO MANAGEMENT SERVICES

Brand Owner (click to sort) Address Description
ADVANTA ADVANTA CORP. Welsh and McKean Roads Spring House PA 19477 INVESTMENT AND PORTFOLIO MANAGEMENT SERVICES; LIFE INSURANCE UNDERWRITING SERVICES; AND CREDIT INSURANCE UNDERWRITING SERVICES, NAMELY, CREDIT LIFE, DISABILITY UNEMPLOYMENT AND PROPERTY INSURANCE;
BEKA VALUES BEKA FINANCE, S.V., S.A. Marqués de Villamagna, 3 E-28001 Madrid Spain Investment portfolio management services; monitoring of investment portfolios, namely, financial portfolio analysis services; equity portfolio management; financial management of shares and participation in third-party companies; financial services relating to share transactions, namely, providing secure commercial transactions, payment management, and payment options; financial management of holding companies; financial valuation and appraisal of securities portfolios; investment company services in the nature of hedge fund investments; cash management of investment companies with variable capital; stock brokerage account services; stock brokerage agency services; management of portfolios comprising securities; preparation of financial analyses relating to securities; financial advisory services relating to international securities; holding securities in escrow, namely, maintaining escrow accounts for investors and investments; financial asset management for third parties;Advertising services; advertising services for promotion of the brokerage of securities, stocks, bonds, and investment assets; industrial and commercial company management assistance; assistance in the business management or commercial functions of an industrial or commercial company; operation of businesses for third parties, namely banking and investment management businesses; negotiation and arrangement of commercial transactions for third parties; commercial intermediation services, namely, facilitating the exchange of goods and services between third parties; database management services; economic forecasting analysis for business purposes; business advice for company organization and company economics; economic forecasting and analysis; market research studies and business data analysis; preparation of market analysis reports; commercial administration of the licensing of the goods and services of others; business administrative work services; import and export agency services; commercial business representation services, namely, providing representatives in the field of banking;VALUES AS TO CLASS 36;
BOSS-BUSINESS OWNERS SELF SECURITY Phoenix Mutual Life Insurance Company One American Row Hartford CT 06115 investment portfolio management services to fund insurance premium payments, investments into mutual funds and money market accounts;OWNERS;
BRIDGECREEK BRIDGECREEK INVESTMENT MANAGEMENT 2431 EAST 61ST STREET, STE. 315 TULSA OK 74136 investment and portfolio management services offered to high net-worth individuals, but not banking services or banking and related services, including banking, depository, commercial and retail cash management, home banking, leasing, loans, accounts receivable financing, factoring, lending, mortgage banking, travelers checks, money orders, credit cards, debit cards, safe deposit service, electronic funds transfer, electronic payments, automated teller machine, exchanging money, letters of credit, banker's acceptance, tax payment processing, payroll processing, data processing, check cashing, check processing, checking account, savings account, certificate of deposits, escrow accounts, trust services, and trusteeship;BRIDGE CREEK;
BRIDGECREEK Bridgewater Investment Management 2431 E. 61st St., Suite 315 Tulsa OK 74136 investment and portfolio management services offered to high net-worth individuals, but not banking services or banking and related services, including banking, depository, commercial and retail cash management, home banking, leasing, loans, accounts receivable financing, factoring, lending, mortgage banking, travelers checks, money orders, credit cards, debit cards, safe deposit service, electronic funds transfer, electronic payments, automated teller machine, exchanging money, letters of credit, banker's acceptance, tax payment processing, payroll processing, data processing, check cashing, check processing, checking account, savings account, certificate of deposits, escrow accounts, trust services, and trusteeship;BRIDGE CREEK;
BUSINESS OWNERS SELF SECURITY PHOENIX HOME LIFE MUTUAL INSURANCE COMPANY One American Row Hartford CT 061025056 investment portfolio management services to fund insurance premium payments, investments into mutual funds, and money market accounts;BUSINESS OWNERS;
CARS Chesapeake Capital Corporation 1721 Summit Avenue Richmond VA 23220 investment portfolio management services, namely, management of a derivatives-based portfolio;
CHECKFREE ENHANCED PORTFOLIO LIFECYCLE CheckFree Services, Inc. 4411 East Jones Bridge Road Norcross GA 30092 Investment portfolio management services;CHECK FREE ENHANCED PORTFOLIO LIFE CYCLE;PORTFOLIO LIFECYCLE;
CHESAPEAKE ALPHA RETURN STRATEGY Chesapeake Capital Corporation 1721 Summit Avenue Richmond VA 23220 investment portfolio management services, namely management of a derivatives-based portfolio;ALPHA RETURN STRATEGY;
ENHANCED PORTFOLIO MANAGEMENT DANZ, JOHN G., JR. 649 SUSSEX ROAD TOWSON MD 21286 investment portfolio management services;PORTFOLIO MANAGEMENT;
ENHANCED PORTFOLIO MANAGEMENT DANZ, JOHN G., JR. 649 SUSSEX ROAD TOWSON MD 21286 investment portfolio management services;ENHANCED PORTFOLIO MANAGEMENT;
EPL CheckFree Services, Inc. 4411 East Jones Bridge Road Norcross GA 30092 Investment portfolio management services;
EQUITY GENERATOR METROPOLITAN LIFE INSURANCE COMPANY 200 Park Avenue New York NY 10166 investment portfolio management services in the field of variable annuities;
EQUITY GENERATOR METROPOLITAN LIFE INSURANCE COMPANY 200 Park Avenue New York NY 10166 Investment portfolio management services in the field of variable annuities;EQUITY;
INTERNATIONALLY TARGETED INVESTMENT PROGRAM PRUDENTIAL INSURANCE COMPANY OF AMERICA, THE 751 Broad Street Newark NJ 07102 investment portfolio management services;
ITI PRUDENTIAL INSURANCE COMPANY OF AMERICA, THE 751 Broad Street Newark NJ 07102 investment portfolio management services;
NORCAR NCNB CORPORATION 200 S. TRYON ST. CHARLOTTE NC INVESTMENT PORTFOLIO MANAGEMENT SERVICES;
PCM INTERNATIONAL PRUDENTIAL INSURANCE COMPANY OF AMERICA, THE 751 Broad Street Newark NJ 07102 INVESTMENT PORTFOLIO MANAGEMENT SERVICES;INTERNATIONAL;
PCM INTERNATIONAL PRUDENTIAL INSURANCE COMPANY OF AMERICA, THE 751 Broad Street Newark NJ 07102 INVESTMENT PORTFOLIO MANAGEMENT SERVICES;INTERNATIONAL AND THE PICTORIAL REPRESENTATION OF A MAP;
QUADRANT QUADRANT STRUCTURED PRODUCTS COMPANY, LTD. 301 MERRITT 7 CORPORATE PARK NORWALK CT 06851 Investment portfolio management services, protection against defaults in fixed income securities, protection against counterparty non-performance under derivative contracts;
QUADRANT CREDIT LEHMAN BROTHERS INC. 745 Seventh Avenue New York NY 10019 Investment portfolio management services, protection against defaults in fixed income securities, protection against counterparty non-performance under derivative contracts;
QUADRANT STRUCTURED QUADRANT STRUCTURED PRODUCTS COMPANY, LTD. 301 MERRITT 7 CORPORATE PARK NORWALK CT 06851 Investment portfolio management services, protection against defaults in fixed income securities, protection against counterparty non-performance under derivative contracts;STRUCTURED;
QUADRANT STRUCTURED CREDIT QUADRANT STRUCTURED PRODUCTS COMPANY, LTD. 301 MERRITT 7 CORPORATE PARK NORWALK CT 06851 Investment portfolio management services and investment advisory services.;STRUCTURED CREDIT;
QUADRANT STRUCTURED PRODUCTS QUADRANT STRUCTURED PRODUCTS COMPANY, LTD. 301 MERRITT 7 CORPORATE PARK NORWALK CT 06851 Investment portfolio management services and investment advisory services.;STRUCTURED PRODUCTS;
QUADRANT STRUCTURED SOLUTIONS QUADRANT STRUCTURED PRODUCTS COMPANY, LTD. 301 MERRITT 7 CORPORATE PARK NORWALK CT 06851 Investment portfolio management services and investment advisory services.;STRUCTURED SOLUTIONS;
S BlueStream Management 601 Second Ave S., Suite 4350 Minneapolis MN 55402 Investment portfolio management services and venture capital investment services;
SIMUGRAM Simugram Systems, Inc. 7602 Wilton Park Spring TX 77379 investment portfolio management services, namely investment consultation to assist individual investors;
THE REBALANCER METROPOLITAN LIFE INSURANCE COMPANY 200 Park Avenue New York NY 10166 investment portfolio management services in the field of variable annuities;
THOMAS H. LEE COMPANY THOMAS H. LEE PARTNERS, L.P. 35th Floor 100 Federal Street Boston MA 02110 Investment portfolio management services;COMPANY;
THOMAS H. LEE COMPANY THOMAS H. LEE COMPANY 75 State Street Boston MA 02109 Investment portfolio management services;COMPANY;
UNIGESCO UNIGESCO, INC. SUITE 3315 1, PLACE VILLE-MARIE MONTREAL H3B 3N2 Canada INVESTMENT PORTFOLIO AND MANAGEMENT SERVICES PROVIDED TO INDEPENDENT CORPORATIONS;
WHERE VISION GETS BUILT LEHMAN BROTHERS INC. 745 Seventh Avenue New York NY 10019 investment portfolio management services; investment brokerage; credit risk management services; economic research, namely financial research; investment banking services; merchant banking services;economic forecasting and analysis; economic research, namely market research;
 

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.