INVESTMENT PORTFOLIO MANAGEMENT

Brand Owner (click to sort) Address Description
INSIGHT TAX ADVANTAGED GROWTH Insight Capital Research & Management, Inc. Suite 105C 1660 School Street Moraga CA 94556 investment portfolio management;TAX ADVANTAGED GROWTH;
PORT SUNGARD INVESTMENT SYSTEMS 11 SALT CREEK LANE HINSDALE IL 60521 Investment portfolio management, account reporting and performance measurement software;
REBALANCE DANZ, JOHN G., JR. 649 SUSSEX ROAD TOWSON MD 21286 investment portfolio management;
SHAW SHAW DATA INC. 122 East 42nd Street 6th Floor New York NY 10168 investment portfolio management, account reporting and performance measurement software;
TANDEM POSITION DANZ, JOHN G., JR. 649 SUSSEX ROAD TOWSON MD 21286 investment portfolio management;POSITION;
 

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.