FIDUCIARY INVESTMENT PORTFOLIO MANAGEMENT

Brand Owner (click to sort) Address Description
ALIGN WEALTH MANAGEMENT ALIGN WEALTH MANAGEMENT 13921 Quail Pointe Drive Oklahoma City OK 73134 Fiduciary investment portfolio management, namely, fee-only asset planning for retirement investments and estate planning for high net worth individuals; Investment management services, namely, fiduciary asset management of participant-directed investment plans; Investment portfolio management, namely, comprehensive fee-only fiduciary wealth management services for high net worth individuals and qualified retirement plans, all delivered as a Registered Investment Advisor (RIA); Fiduciary services, namely, fee-only Registered Investment Advisory (RIA) services for high net worth individuals in the nature of investment portfolio design and rebalancing of investment portfolios;Fiduciary investment portfolio management, namely, fee-only tax planning for high net worth individuals;WEALTH MANAGEMENT;
FIDUCIARY GPS AMDG Financial Advisory Services Suite A 218 South Main Street Plymouth MI 48170 Fiduciary investment portfolio management, namely, fee-only financial planning for retirement, estate planning, and tax planning for individuals and businesses; investment management services, namely, fiduciary financial management of participant-directed investment plans; investment portfolio management, namely, comprehensive fee-only fiduciary wealth management services for individuals and businesses, all delivered as a Registered Investment Advisor (RIA); fiduciary services, namely, fee-only Registered Investment Advisory (RIA) services in the nature of financial data analysis, and investment portfolio design and rebalancing of investment portfolios;FIDUCIARY;
 

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.