PORTFOLIO

Brand Owner (click to sort) Address Description
ACADEMIC CAPITAL PORTFOLIO FUTR Corporation 510 Lovell Ave Mill Valley CA 94941 PORTFOLIO;software as a service (SAAS) services featuring software to connect borrowers and lender, facilitate loan and grant applications, manage debt, make financial payments, facilitate debt consolidation, acquire and manage capital portfolios;
ATLAS PORTFOLIO ATLAS Portfolio 1383 Palisade Path Woodbury MN 55129 PORTFOLIO;Providing temporary use of a web-based software application for use in investment analysis, investment management and financial planning; application service provider, namely, hosting, managing, developing, and maintaining applications, software, and web sites, in the fields of investment analysis, investment management and financial planning;
CRITICAL PORTFOLIO Decision Critical, Inc. 4205 Avenue A Austin TX 78751 PORTFOLIO;Computer services, namely, acting as a web-based application service provider for the delivery of professional education and career portfolio management services;
FOLIO SAKS & COMPANY 12 East 49th Street New York NY 10017 PORTFOLIO;WOMEN'S APPAREL, NAMELY, SKIRTS, PANTS, SWEATERS AND BLAZERS;
HOMEPORTFOLIO HOMEPORTFOLIO INC. 288 Walnut Street Newton MA 02460 HOME PORTFOLIO;Computer services, namely, interactive selection, retrieval, and display of information on products and services, including creating directory listings and databases; dissemination of advertising of goods and services for others in the fields of home decorating, home improvement, home purchase, or home construction; gathering market information by recording user interest in specific products or services, including product or service attributes, and marketing services related to products or services of others for decorating, home improvement, home purchase, or home construction;Computer services, namely, implementing databases of computer users interested in similar products and services; computer services, namely, implementing databases of consumers and professionals in the home design industry, including providing directory listings, sharing of preferences, and product selection services; and computer services, namely, providing on-line brochures and other electronic publications in the fields of decorating, home improvement, home purchase, or home construction;
HOMEPORTFOLIO ELUXURY 2625 Kotter Ave. Evansville IN 47715 HOME PORTFOLIO;Computer services, namely, interactive selection, retrieval, and display of information on products and services, including creating directory listings and databases; dissemination of advertising of goods and services for others in the fields of home decorating, home improvement, home purchase, or home construction; gathering market information by recording user interest in specific products or services, including product or service attributes, and marketing services related to products or services of others for decorating, home improvement, home purchase, or home construction; On-line retail store services in the fields of home decorating, home improvement, home purchase, or home construction;
HOMEPORTFOLIO ELUXURY 2625 Kotter Ave. Evansville IN 47715 HOME PORTFOLIO;Computer services, namely, implementing databases of computer users interested in similar products and services; computer services, namely, implementing databases of consumers and professionals in the home design industry, including providing directory listings, sharing of preferences, and product selection services; and computer services, namely, providing on-line brochures and other electronic publications in the fields of decorating, home improvement, home purchase, or home construction;
MASTERY PORTFOLIO Mastery Portfolio 836 Euclaire Avenue Bexley OH 43209 PORTFOLIO;Providing online non-downloadable software for use in organizing student information, grading student tests, and testing and assessment of student academic performance in grades K-12;
MY PORTFOLIO SMIPPO 31681 Camino Capistrano, STE 107 San Juan Capistrano CA 92675 PORTFOLIO;Software as a service (SAAS) services featuring software for designers, photographers, web developers, models and others to showcase their creativity and work as well as allow them to build a website;
POCKET PORTFOLIO WHITE, PAUL R. 3801 Somerbrook Ct. Richmond VA 23233 PORTFOLIO;Software as a service (SAAS) services featuring software for investors to track and manage their investments;
PORTFOLIO BAR THE PNC FINANCIAL SERVICES GROUP, INC. Mail Stop PT-PTWR-18-1 Tower at PNC, 300 Fifth Avenue Pittsburgh PA 15222 PORTFOLIO;Providing a website featuring on-line non-downloadable software tools that help customers manage their bank accounts by displaying balance and payment information in calendar form, sorting transactions into different categories, and setting account alerts;
PORTFOLIO INSIGHT FRANKLIN RESOURCES, INC. One Franklin Parkway San Mateo CA 94403 PORTFOLIO;Providing on-line non-downloadable software for development of investment portfolios;
PORTFOLIO LIBERATOR Freesoft International, Inc. 8300 Boone Blvd, Ste 450 Vienna VA 22182 PORTFOLIO;Computer software design, computer programming, or maintenance of computer software;
PORTFOLIO NAVIGATOR SmartOrg, Inc. Suite 975 99 Almaden Blvd San Jose CA 95113 PORTFOLIO;Providing on-line non-downloadable software for economic evaluation and risk analysis for new product development;
PORTFOLIO ONE First Colony Life Insurance Company P.O. Box 1280 Lynchburg VA 24505 PORTFOLIO 1;LIFE INSURANCE UNDERWRITING SERVICES AND PROVIDING INVESTMENT PROGRAMS;PORTFOLIO;THE LINING SHOWN IN THE DRAWING IS A FEATURE OF THE MARK AND DOES NOT INDICATE COLOR.;
PORTFOLIO PATHWAY REDBLACK SOFTWARE 2 Bedford Farms Drive Bedford NH 03110 PORTFOLIO;Providing temporary use of on-line non-downloadable software for financial professionals for use in managing client accounts across multiple institutions through a web portal interface; Providing a website featuring on-line non-downloadable software that manages the user's financial information from a variety of financial institutions; Providing a website for financial professionals featuring on-line non-downloadable software that manages customer's financial accounts through performance reporting, operational workflow, and account aggregation;
PORTFOLIO PERSPECTIVES FRANKLIN RESOURCES, INC. One Franklin Parkway San Mateo CA 94403 PORTFOLIO;Providing on-line non-downloadable software for development of investment portfolios;
PORTFOLIO PRODUCER CIAO, INC. 6475 Camden Avenue, Suite 207 San Jose C San Jose CA 95120 PORTFOLIO;Integrated automated distribution and decision-making solutions in the nature of providing temporary use of non-downloadable software for loan decisioning, analysis and evaluation for aggregators and wholesale lenders sourcing non-agency loans from third-party originators and correspondents; providing temporary use of online non-downloadable software for loan decisioning for use with financial planning applications for the mortgage lending industry; providing temporary use of online non-downloadable computer software that provides web-based access to applications and services for use in loan pricing in the mortgage industry; providing temporary use of online non-downloadable computer software for use in the preparation and processing of mortgage loan applications, mortgage loans for sale, and processing of data and documents in relation to loan servicing; cloud-based loan origination software services, namely, providing temporary use of online non-downloadable cloud computing software for loan origination and for loan management for use by lenders, available via website and mobile origination; automated underwriting system (AUS) in the nature of providing temporary use of non-downloadable software for loan decisioning for mortgage originators, mortgage lenders, mortgage wholesalers and mortgage investors, featuring loan aggregator-specific products in the nature of non-downloadable software for automated underwriting, loan pricing, and creating loan aggregator-specific loan applications and credit reports; automated decision-making services for analyzing and evaluating mortgages, namely, providing software as a service (SaaS) in the financial services industry, featuring software for evaluating residential mortgages to provide an assessment of credit risk, program eligibility, loan pricing, and approval requirements;
PORTFOLIO SCIENCE Portfolio Science, Inc. 500 West Putnam Ave., Suite 400 Greenwich CT 06830 PORTFOLIO;Software as a service (SAAS) services featuring software for use in financial risk analysis;
PORTFOLIO++ iTrellis 4050 171st Ave SE Bellevue WA 98008 PORTFOLIO ++; PORTFOLIO PLUS PLUS;Software as a service (SAAS) services featuring software for project and task management, project planning, status reporting, and quality assurance for use by others in developing software, hardware, and technology solutions;
PORTFOLIO.COM AMERICAN CITY BUSINESS JOURNALS INC. 128 South Tryon Street, Suite 2300 Charlotte NC 28202 PORTFOLIO;Providing a website featuring business information in the form of news reporting, articles, interviews, audio and video segments, and other educational materials;
PORTFOLIO360 VESTMARK, INC. Suite 205 100 Quannapowitt Parkway Wakefield MA 01880 PORTFOLIO 360;PROVIDING ONLINE NON-DOWNLOADABLE SOFTWARE FOR GENERATING PROPOSALS IN THE FIELD OF FINANCIAL PLANNING AND FINANCIAL PORTFOLIO MANAGEMENT;
SPORTFOLIO J.C. PENNEY COMPANY, INC. 6501 Legacy Drive Plano TX 750243698 PORTFOLIO;WOMEN'S CLOTHING, NAMELY, BLOUSES, SWEATERS, SKIRTS, PANTS, SHIRTS AND SHORTS;
 

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

   
Technical Examples
  1. This invention relates to a system and method for valuing a portfolio in terms of its performance relative to a specified benchmark under a range of future scenarios. In particular, the invention takes a portfolio and calculates two values related to the portfolio: the first value corresponding to an amount by which the value of the portfolio is expected to fall below the value of a benchmark over a given time horizon, and a second value corresponding to an amount by which the value of the portfolio is expected to exceed the value of a benchmark over a given time horizon, in view of the range of different future scenarios. The invention provides a means for determining the portfolio which optimally trades-off these two values, and to evaluate risk/reward performance measures using these two values which can be used to rank instruments, securities or portfolios. The invention also provides a means for pricing portfolio insurance for optimal portfolios.