PORTFOLIO MANAGEMENT FINANCIAL

Brand Owner (click to sort) Address Description
ADVISING WITH PURPOSE AssetMark, Inc. 2300 Contra Costa Boulevard, Suite 600
Pleasant Hill CA 94523
Financial services, investment counseling and portfolio ...
ASSETMARK Genworth Financial Wealth Management, Inc. 2300 Contra Costa Boulevard, Suite 600
Pleasant Hill CA 94523
Financial services, investment counseling and portfolio ...
ASSETMARK AssetMark, Inc. 2300 Contra Costa Boulevard, Suite 600
Pleasant Hill CA 94523
Financial services, investment counseling and portfolio ...
ASSETMARK WEALTH. INDEPENDENCE. PURPOSE. AssetMark, Inc. 2300 Contra Costa Boulevard, Suite 600
Pleasant Hill CA 94523
Financial services, investment counseling and portfolio ...
LEAD WITH PURPOSE AssetMark, Inc. 1655 Grant Street, 10th Floor
Concord CA 94520
Financial services, investment counseling and portfolio ...
LEADING WITH PURPOSE AssetMark, Inc. 2300 Contra Costa Boulevard, Suite 600
Pleasant Hill CA 94523
Financial services, investment counseling and portfolio ...
PURPOSE-BASED ADVISOR AssetMark, Inc. 2300 Contra Costa Boulevard, Suite 600
Pleasant Hill CA 94523
Financial services, investment counseling and portfolio ...
PURPOSE-BASED PLANNING AssetMark, Inc. 2300 Contra Costa Boulevard, Suite 600
Pleasant Hill CA 94523
Financial services, investment counseling and portfolio ...
 

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.