FINANCIAL INVESTMENT MANAGEMENT

Brand Owner (click to sort) Address Description
ADAIR CAPITAL Adair Capital 1430 Broadway, 8th Floor New York NY 10018 FINANCIAL AND INVESTMENT MANAGEMENT; INVESTMENT ADVICE; MANAGEMENT AND SPONSORSHIP OF INVESTMENT FUNDS; AND INVESTMENT OF FUNDS FOR OTHERS;CAPITAL;
ADAIR CAPITAL Adair Capital 1430 Broadway, 8th Floor New York NY 10018 Financial and investment management; investment advice; management of investment funds; and investment of funds for others;CAPITAL;
ADVISORY ADVANTAGE TRUST Manning and Napier Advisory Advantage Corporation One Lincoln First Square, 11th Floor Rochester NY 14604 financial investment management, analysis, and consultation services, and estate trust investment management services;ADVISORY and TRUST;
ARBITEX Arbitex Asset Management, L.P. 1601 Elm Street, Suite 4000 Dallas TX 75201 financial and investment management, funds investment and management services; financial investment, management and consulting services in the field of investment funds and hedge funds; financial and investment research, analysis and consultation; investment of funds for others;
ASPIRA CAPITAL MANAGEMENT ASPIRA CAPITAL MANAGEMENT, L.P. 140 Engle Street Tenafly NJ 07670 financial investment management in the field of securities and other financial instruments;CAPITAL MANAGEMENT;
ASTOR ASSET MANAGEMENT Astor Asset Management Suite 3950 111 South Wacker Drive Chicago IL 60606 Financial and investment management and advisory services;ASSET MANAGEMENT;
ASTOR INVESTMENT MANAGEMENT Astor Asset Management Suite 3950 111 South Wacker Drive Chicago IL 60606 Financial and investment management and advisory services;INVESTMENT MANAGEMENT;
CENTERSTONE PARTNERS Centerstone Partners 1120 Post Road Darian CT 06820 financial and investment management, financial and investment consultancy; financial services in the fields of private equity funds and alternative investments; fund management services; private equity fund investment services; providing consultation, research, and investment advice in portfolio construction, private equity funds and other alternative investments;CENTER STONE PARTNERS;PARTNERS;
COMPREHENSIVE GLOBAL STRATEGIES (CGS) Hawkins McEntee Advisors 5 Edgewood Avenue Greenwich CT 06830 FINANCIAL AND INVESTMENT MANAGEMENT AND CONSULTATION FOR OTHERS; INVESTMENT FUND AND HEDGE FUND SERVICES, NAMELY, THE INVESTMENT OF FUNDS FOR OTHERS IN STOCKS, BONDS, FINANCIAL SECURITIES AND DERIVATIVES;COMPREHENSIVE GLOBAL STRATEGIES CGS;GLOBAL STRATEGIES;
COWEN COWEN & COMPANY Financial Square New York NY 100053597 financial investment management, planning and consulting;
CRA CREDIT RISK ADVISORS Credit Risk Advisors, L.P. 11 Ivy Place Upper Saddle River NJ 07458 financial investment management in the field of credit management and advisory services related thereto;CREDIT RISK ADVISORS;
CRABBE HUSON Crabbe Huson Group, Inc. 121 S.W. Morrison Street, Suite 1400 Portland OR 97024 FINANCIAL AND INVESTMENT MANAGEMENT, CONSULTATION AND ADVICE; AND MUTUAL FUNDS INVESTMENT;
DEMOCRATIZING INVESTING ENDOWMENT ADVISERS, L.P. 4265 SAN FELIPE, SUITE 800 HOUSTON TX 77027 Financial and investment management, consultation, and advisory services relating to portfolios comprising public and private equities, real estate, REIT, and fixed income investments, including the selection and oversight of third-party managers of equity, fixed income, and natural resources investments; debt management and debt management consultation; investment services, namely, asset acquisition, consultation, development and management services; estate planning, administration, and settlement; estate trust management; financial trust management services; trusteeship representative services;INVESTING;
DEMOCRATIZING INVESTING Salient Partners, L.P. 8th Floor 4265 San Felipe Houston TX 77027 Financial and investment management, consultation, and advisory services relating to portfolios comprising public and private equities, real estate, REIT, and fixed income investments, including the selection and oversight of third-party managers of equity, fixed income, and natural resources investments; debt management and debt management consultation; investment services, namely, asset acquisition, consultation, development and management services; estate planning, administration, and settlement; estate trust management; financial trust management services; trusteeship representative services;INVESTING;
EXETER FUND EXETER FUND, INC. One Chase Square, 11th Floor Rochester NY 14604 financial investment management, advisory and mutual fund brokerage, distribution and investment services;FUND;
EXETER FUND, INC. EXETER FUND, INC. One Chase Square, 11th Floor Rochester NY 14604 financial investment management, advisory and mutual fund brokerage, distribution and investment services;FUND, INC.;The stippling is a feature of the mark and is not intended to indicate color.;
FALCON MONEY MANAGEMENT FALCON MONEY MANAGEMENT LLP 17 HANOVER SQUARE LONDON W1S 1BN United Kingdom Financial investment management; financial fund and asset management; financial investment management and consulting, financial unit trust management, financial insurance advice and brokerage, financial advice and consulting in respect of pensions and administration of annuities; financial advisory and consultancy related to the aforesaid services, providing financial information related to the aforesaid services, and the financial administration of financial funds and assets and financial investment strategies relating to the aforesaid services; financial management, advisory and consultancy services; financial research and reporting services related to money and stock markets, financial portfolios of investments and financial asset and financial investment strategies;Business management, advisory and consultancy services;MONEY MANAGEMENT;
FARSIGHT D. E. SHAW & CO., L.P. 1166 Avenue of the Americas, Ninth Floor New York NY 10036 FINANCIAL AND INVESTMENT MANAGEMENT AND ADVISORY SERVICES OFFERED ONLINE;
FIREBIRD Firebird Management 152 West 57th Street, 24th Floor New York NY 10019 FINANCIAL AND INVESTMENT MANAGEMENT; INVESTMENT ADVICE AND RELATED SERVICES; MANAGEMENT AND SPONSORSHIP OF INVESTMENT FUNDS; AND INVESTMENT OF FUNDS FOR OTHERS;FIRE BIRD;
FIREBIRD MANAGEMENT LLC Firebird Management 152 West 57th Street, 24th Floor New York NY 10019 FINANCIAL AND INVESTMENT MANAGEMENT; INVESTMENT ADVICE AND RELATED SERVICES; MANAGEMENT AND SPONSORSHIP OF INVESTMENT FUNDS; AND INVESTMENT OF FUNDS FOR OTHERS;FIRE BIRD MANAGEMENT LIMITED LIABILITY COMPANY;Color is not claimed as a feature of the mark.;MANAGEMENT LLC;
GENTRIFY 370 Legacy, Inc. 8545 West Warm Springs Road STE A4 #192 Las Vegas NV 89113 Financial investment management;
GLOBAL CAPITAL MANAGEMENT THT Global Capital Management, Inc. 8751 Jaffa Court, #21 East Drive Indianapolis IN 46260 financial investment management;
GROW. LIVE. SHARE. AMERIPRISE FINANCIAL, INC. 5226 Ameriprise Financial Center Minneapolis MN 55474 Financial investment management of and distribution of fixed and variable annuities; financial services, namely, issuance and administration of fixed and variable annuities;GROW LIVE SHARE;
INVEST WITH A RETIREMENT LEADER FRANKLIN RESOURCES, INC. One Franklin Parkway San Mateo CA 94403 Financial and investment management, administration, advisory, analysis, consultation, and information services; mutual fund administration, advisory, distribution, information and consultation services; providing custodial administration of funds of others;
KATALGAR Katalgar Capital Management 5700 Springfield Drive Bethesda MD 20816 Financial investment management, advice and consulting; financial investment in the field of securities; financial asset management and allocation services;
MATRIX FUND MANAGEMENT Matrix Fund Management 4084 SW Lowell Lane Portland OR 972014115 financial investment management in the field of securities and other financial instruments;FUND MANAGEMENT;
METLIFE BUSINESS ADVANTAGE METROPOLITAN LIFE INSURANCE COMPANY 200 Park Avenue New York NY 10166 Financial investment management; Insurance consultation; Financial analysis in the field of employee and retirement benefits; Financial planning and investment advisory services; Financial analysis and consultation; Financial administration of retirement plans; Financial planning for retirement; Financial management; Administration of employee benefit plans concerning insurance and finance; Estate planning and consultation services related thereto;MET LIFE BUSINESS ADVANTAGE;BUSINESS;
PFM PFM FA HOLDINGS 1735 MARKET ST. 42ND FLOOR PHILADELPHIA PA 19103 financial investment management;The lining shown in the drawing is a feature of the mark and is not intended to indicate color.;
PFM Public Financial Management, Inc. 43rd Floor 1735 Market Street Philadelphia PA 19103 financial investment management;The lining shown in the drawing is a feature of the mark and is not intended to indicate color.;
PLATINUM ASSET MANAGEMENT NUVEEN INVESTMENTS 333 West Wacker Drive Chicago IL 60606 financial and investment management and consultation services;ASSET MANAGEMENT;
POWER CORPORATION Power Corporation of Canada 751 Victoria Square Montréal, Quebec H2Y2J3 Canada Financial investment and management of investments in the fields of sustainable and renewable energy, fintech, digital financial and investing services, and commercial real estate;CORPORATION;
POWER CORPORATION OF CANADA Power Corporation of Canada 751 Victoria Square Montréal, Quebec H2Y2J3 Canada Financial investment and management of investments in the fields of sustainable and renewable energy, fintech, digital financial and investing services, and commercial real estate;CORPORATION OF CANADA;
PROTAGONIST HICKMAN, PAUL L. P.O Box 1823 Los Altos CA 940231823 Financial investment and management;
RE-STOCK.COM RE-Stock.Com Investments, Inc. 7115 County Rd 321 Abilene TX 79601 Financial investment and management in the field of real estate, securities and commodities;REAL ESTATE STOCK DOT COM;
REPUBLIC PORTFOLIO SELECTION FUND RISK RATINGS SYSTEM REPUBLIC NEW YORK CORPORATION 452 Fifth Avenue New York NY 10018 financial and investment management and planning;PORTFOLIO SELECTION FUND RISK RATINGS SYSTEM;
REPUBLIC RISK RATINGS REPUBLIC NEW YORK CORPORATION 452 Fifth Avenue New York NY 10018 financial and investment management and planning;RISK RATINGS;
RETIREMENT ASSET MANAGEMENT SCUDDER TRUST COMPANY 50 A Northwestern Drive, Suite 109A Salem NH 03079 financial and investment management, consultation, advisory and planning services regarding retirement income;
RETIREMENT ASSET MANAGEMENT ACCUMULATION DISTRIBUTION TRANSFERENCE SCUDDER TRUST COMPANY 50 A Northwestern Drive, Suite 109A Salem NH 03079 financial and investment management, consultation, advisory and planning services regarding retirement income;RETIREMENT ASSET MANAGEMENT;
ROADMAP TO ROLLOVERS FRANKLIN RESOURCES, INC. One Franklin Parkway San Mateo CA 94403 Financial and investment management, advisory, analysis, consultation, and information services in the field of retirement planning; mutual fund administration, advisory, distribution, information and consultation services in the field of retirement planning; providing administration of retirement plans for others;ROAD MAP TO ROLL OVERS;
ROBECO WPG BOSTON PARTNERS GLOBAL INVESTORS, INC. 909 THIRD AVENUE, 32ND FLOOR NEW YORK NY 10022 Financial and investment management and planning services, mutual fund, management buyout, venture capital and mutual fund services;ROBECO WEISS PECK AND GREER;
ROLLOVERSYSTEMS Rollover Systems, Inc. Suite 500 4135 South Stream Blvd. Charlotte NC 28217 financial and investment management, advisory, consultation and information services in the field of retirement planning; namely assisting retirement plan holders with transferring funds to an individual retirement plan by completing necessary forms, contacting plan sponsors and managing the transfer via telephone or the Internet;ROLLOVER SYSTEMS;
RRR REPUBLIC NEW YORK CORPORATION 452 Fifth Avenue New York NY 10018 financial and investment management and planning;
SCHWAB STOCK SLICES CHARLES SCHWAB & CO., INC. 211 Main Street San Francisco CA 94105 Financial investment management; Providing stock market information; Financial and investment services, namely, management and brokerage in the fields of stocks; Financial and investment services, namely, management and brokerage in the fields of dollar-based investing and fractional shares; Stock brokerage services for fractional shares of stocks via the internet;AS TO SCHWAB;STOCK SLICES;
SOVRAN CAPITAL MANAGEMENT C&S SOVRAN CORPORATION 1111 East Main Street Richmond VA 23261 financial and investment management and advising services;CAPITAL MANAGEMENT;
SPIFF STATE STREET CORPORATION One Lincoln Street Boston MA 02111 FINANCIAL INVESTMENT AND MANAGEMENT OF FUNDS FOR OTHERS IN THE FIELD OF STOCK MARKET SECURITIES;
STONEHILL CAPITAL MANAGEMENT LLC Stonehill Capital Management 320 Park Ave., 26th Floor New York NY 10022 Financial and investment management; investment advice; management of investment funds; and investment of funds for others;CAPITAL MANAGEMENT LLC;
SUN LIFE FINANCIAL SUN LIFE ASSURANCE COMPANY OF CANADA 1 York Street, Suite 3100 Toronto, Ontario M5J0B6 Canada [ financial investment and management services; underwriting, issuing, and administration of annuities and life, health, and disability insurance; ] * underwriting of life and disability insurance, issuing of life and disability insurance, and administration of [ annuities and ] life and disability insurance [ ; ] * [ mutual fund investment services; underwriting and administration of 401(K) and pension plans; investment consulting and advisory services; and real estate consulting services ];FINANCIAL;
THE ART OF CONTRARIAN INVESTING Crabbe Huson Group, Inc. 121 S.W. Morrison Street, Suite 1400 Portland OR 97024 FINANCIAL AND INVESTMENT MANAGEMENT, CONSULTATION AND ADVICE; AND MUTUAL FUNDS INVESTMENT;
THE DIFFERENCE IS MEASURABLE MELLON FINANCIAL CORPORATION One Mellon Center Pittsburgh PA 152580001 FINANCIAL AND INVESTMENT MANAGEMENT AND ADVISORY SERVICES;
THE MELLON GROUP BANK OF NEW YORK MELLON CORPORATION, THE One Wall Street 15th Floor New York NY 10286 FINANCIAL AND INVESTMENT MANAGEMENT AND ADVISORY SERVICES;GROUP;
TUGAR CAPITAL Tugar Capital Management, L.P. 4237 Armstrong Parkway Dallas TX 75205 Financial and investment management, funds investment and management services; financial investment, management and consulting services in the field of investment funds and hedge funds; financial and investment research, analysis and consultation; investment of funds for others;Capital;
TURN A DREAM INTO A DEGREE FRANKLIN RESOURCES, INC. One Franklin Parkway San Mateo CA 94403 Financial and investment management, administration, advisory, analysis, consultation, record keeping and information services; mutual fund administration, advisory, distribution, information and consultation services; providing administration and investment of funds of others;
WEISS, PECK & GREER ROBECO USA ONE NEW YORK PLAZA NEW YORK NY 10004 financial and investment management and planning services, mutual fund, management buyout and venture capital services;
WILMINGTON TRUST SECTOR ALLOCATION STRATEGY MANUFACTURERS AND TRADERS TRUST COMPANY One M&T Plaza Buffalo NY 14203 Financial and investment management, advisory, planning, and consultancy services; Financial and investment analysis and research services; Financial and investment risk assessment services; Providing financial information on investment and securities performance; Wealth management services; Securities and stock brokerage services; Financial investment brokerage; Trading in securities, currency, equities, commodities, and financial instruments, shares, options and other derivative products;as to WILMINGTON TRUST;TRUST AND SECTOR ALLOCATION STRATEGY;
 

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.