FINANCIAL INVESTMENT PLANNING SERVICES

Brand	Owner (click to sort)	Address	Description
CONSTANT DURATION	WEISS, PECK & GREER	One New York Plaza New York NY 100041950	financial and investment planning services;
DYNAMIC OPTIMIZATION	WEISS, PECK & GREER	One New York Plaza New York NY 100041950	financial and investment planning services;OPTIMIZATION;
FINANCIAL FULFILLMENT	ECONOMIC AND INVESTMENT INSTITUTE, INC.	2314 Woodlawn Circle West St. Petersburg FL 33704	financial and investment planning services;FINANCIAL;
FREQUENT INVESTOR POINTS	ARTHUR ANDERSEN & CO.	69 WEST WASHINGTON STREET CHICAGO IL 60602	financial investment planning services;INVESTOR;
INVESTING IS SMART. KEEPING IT SIMPLE IS EVEN SMARTER.	AMERIPRISE FINANCIAL, INC.	5226 Ameriprise Financial Center Minneapolis MN 55474	FINANCIAL AND INVESTMENT PLANNING SERVICES;
PARTNERS INVESTMENT SERVICES	Partners Federal Credit Union	100 N. First Street, Suite 400 Burbank CA 91502	FINANCIAL INVESTMENT AND PLANNING SERVICES, NAMELY, INVESTMENT SALES, INVESTMENT ADVISEMENT, LIFE AND DISABILITY INSURANCE SALES, SECURITY SALES, AND FINANCIAL PLANNING SERVICES;INVESTMENT SERVICES;
TARGETS	FMR CORP.	82 Devonshire Street Boston MA 02109	FINANCIAL INVESTMENT PLANNING SERVICES, NAMELY, ASSISTING IN-- DETERMINING WHERE YOU WANT TO BE; SELECTING THE CORRECT INVESTMENT VEHICLES(S); AND PERIODIC MONITORING;
	Where the owner name is not linked, that owner no longer owns the brand

Technical Examples

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.