MANAGEMENT PORTFOLIOS COMPRISING SECURITIES

Brand	Owner (click to sort)	Address	Description
AVATAR IT!	OAM Avatar	575 Lexington Ave/8th Fl New York NY 10022	Management of portfolios comprising securities; Management of portfolios of transferable securities; Processing, administering and managing employee benefit plans; Providing a web site that assists financial professionals in the management of retirement accounts;
BLUE OCEAN PORTFOLIOS	Huntleigh Capital Management, Inc.	7710 Carondelet Ave., Suite 404 St. Louis MO 63105	Management of portfolios comprising securities;
CYBERADVISOR	EAI Systems GmbH	Jaeckelchen 4a Attendorn 57439 Germany	Management of portfolios comprising securities and Financial portfolio management;
CYBERMANAGER	EAI Systems GmbH	Jaeckelchen 4a Attendorn 57439 Germany	Management of portfolios comprising securities and Financial portfolio management;CYBER MANAGER;
FORSTRONG GLOBAL	Forstrong Global Asset Management Inc.	307 BANKS ROAD, UNIT 206 KELOWNA, BC V1X6A1 Canada	Management of portfolios comprising securities; financial asset management; financial planning and investment advisory services;GLOBAL;

GYROFUND	Simultrade	16192 Coastal Highway Lewes DE 199589776	Management of portfolios comprising securities; Securities trading for others; Automated online trading services of securities;GYRO FUND;
HALO	Smartleaf, Inc	One Bowdoin Square, 10th Floor Boston MA 02114	Management of portfolios comprising securities; Management of securities portfolios; Financial portfolio management;
INTELLIGENT INTEGRATION	The Trustee of Eaton Vance Management	Two International Place Boston MA 02110	Management of portfolios comprising securities;
LIVE WITH CONFIDENCE	Glidepath Technologies Inc.	Suite 1503 1 Yonge Street Toronto, Ontario M5E1E5 Canada	Management of portfolios comprising securities; Investment portfolio services, namely, financial planning and investment advisory services, financial portfolio management, financial investment counselling in the nature of helping others define their financial goals and implement their financial plans, financial investment analysis and stock research, financial investments in the field of mutual funds, financial investments in the field of securities; Operation of a website in the field of financial management and financial planning, namely, providing a website featuring financial planning advice, investment management advice and monitoring financial markets for investment purposes;
LPP	The Trustees of Eaton Vance Management	Two International Place Boston MA 02110	Management of portfolios comprising securities; Mutual fund brokerage; Mutual fund distribution; Mutual fund investment;
LPPS	The Trustees of Eaton Vance Management	Two International Place Boston MA 02110	Management of portfolios comprising securities; Mutual fund brokerage; Mutual fund distribution; Mutual fund investment;
PINNACLE PEAK	Koch Global Capital	17767 N. Perimeter Dr., #101 Scottsdale AZ 85255	Management of portfolios comprising securities;
SIMULTRADE	Simultrade	16192 Coastal Highway Lewes DE 199589776	Management of portfolios comprising securities; Securities trading for others; Automated trading services of securities;SIMUL TRADE;
THE INVESTORS' ADVANTAGE PORTFOLIOS	Lazreg, Fraj	61 Highview Avenue Orangeburg NY 10962	Management of portfolios comprising securities;
	Where the owner name is not linked, that owner no longer owns the brand

Technical Examples

The invention is in the field of using a computer to provide automated investment allocation advice, selection of investment securities, customization of the automated advice, execution of investment securities, maintenance/monitoring of investment portfolios and rebalancing of investment portfolios. A user is connected to the Internet. The user connects to the portfolio management program (PMP) host computer through the Internet. The user completes a questionnaire that the PMP uses to generate a suitable investment allocation and specific portfolio strategy recommendation. The user reviews the strategy and specific information about the strategy. The information is transmitted across the Internet to the user. The information transmitted includes historic and/or hypothetical performance, historical and/or hypothetical holdings, current securities selections of the strategy, and a description of the strategy's selection methodology. The user, after making appropriate reviews, makes a decision to purchase the instruments in that portfolio. Now the user sees a list of instruments provided by the PMP host computer. The list of stocks is ordered by the degree to which they satisfy the requirements of the strategy. The user can then make the decision whether to accept, reject, or replace any individual security in the generated list or add an individual security. For example, the user can reject a security in the strategy and ask the PMP host computer to replace it with the next security that best fits. Once the user has approved the content of the proposed portfolio, the user enters an amount that the user will invest in accordance with the strategy. The PMP will allocate the investment amount across all the securities in the strategy. The user may authorize the PMP to purchase these selections through their qualified broker. The user may monitor the performance of these instruments subsequent to purchase through the PMP. The user may receive news, alerts, and/or research related materials for these instruments through the PMP. The user may authorize the PMP to rebalance their investments periodically to an updated list of instruments matching the selected strategy. The user may select a rebalance method that optimizes the tax consequences or the strategy adherence. The user has the ability to accept, reject, or replace any individual security in the generated list or add an individual security as part of the rebalance. The user can set up automatic email notification of rebalance dates or to have the PMP vote the proxy of the shares. The owner of the PMP host computer collects a payment for this service.