FINANCIAL INVESTMENT CONSULTING SERVICES

Brand Owner (click to sort) Address Description
BNY SEPARATE ACCOUNT SERVICES BNY SEPARATE ACCOUNT SERVICES, INC. 10 VALLEY STREAM PARKWAY MALVERN PA 19355 Financial and investment consulting services, namely, individually managed account services;SEPARATE ACCOUNT SERVICES;
BOSSARD GROUPE BOSSARD 14, Rouget de Lisle Street 92441 Issy Les Moulineaux Cedex France financial and investment consulting services;public relation services; consulting, advice and assistance to industrial and commercial enterprises in the conduct of their affairs; consulting and advice to assist enterprises in developing their public image and public relations, governmental relations and corporate and investor relations activities; consulting and assistance in the fields of business organization and management, and recruitment and utilization of human resources regarding business strategy; consultation with professional organizations with respect to the conduct of their affairs, providing expert assistance to local governmental and administrative bodies regarding the conduct of their affairs; opinion polling and market research;consultation and assistance in the field of computers and computerized analysis of projects, and consultation services related to the planning and construction of major real estate projects;
C-A-N S-L-I-M O'Neil, William J. 12655 Beatrice Street Los Angeles CA 90066 financial investment consulting services in the field of securities;
CUSUM Rogers, Casey & Associates, Inc. One Parklands Drive Darien CT 068201460 financial investment consulting services for monitoring investment manager performances;
DIVERSIFIED FINANCIAL GROUP DIVERSIFIED FINANCIAL ADVISORY GROUP, INC. 8554 Alice Avenue, Suite A Clive OH 50325 financial investment consulting services;
DIVERSIFIED FINANCIAL GROUP DIVERSIFIED FINANCIAL ADVISORY GROUP, INC. 8554 Alice Avenue, Suite A Clive OH 50325 financial investment consulting services;FINANCIAL GROUP;
FOUR BRIDGES FOURBRIDGES HOLDINGS 246 EAST 11TH STREET, SUITE 310 CHATTANOOGA TN 37402 financial and investment consulting services; investment banking services;
FOUR BRIDGES FOUR BRIDGES CAPITAL ADVISORS 1300 BROAD STREET CHATTANOOGA TN 37402 financial and investment consulting services; investment banking services;
FOUR BRIDGES Brown Associates Inc. 900 Tallan Building Chattanooga TN 37402 financial and investment consulting services; investment banking services;
FUND RUNNER MINARD, CHRISTOPHER M. 6054 N. NANTUCKET AVE. FRESNO CA 93704 FINANCIAL INVESTMENT AND CONSULTING SERVICES;
HAVEN HAVEN CAPITAL MANAGEMENT 655 THIRD AVENUE NEW YORK NY 10017 financial investment consulting services and financial investments services in the field of financial assets;
HAVEN HAVEN CAPITAL MANAGEMENT 655 THIRD AVENUE NEW YORK NY 10017 financial investment consulting services and financial investment services in the field of financial assets;The mark is lined for the color green. The perimeter is intended to appear off-white.;
HERMETIC FRIENDS CHIPIRV 1620 Manhattan Avenue Union City NJ 07087 Financial investment consulting services;
INVESTING WITH A SENSE OF DIRECTION VAN KAMPEN INVESTMENTS INC. One Parkview Plaza Oakbrook Terrace IL 60181 FINANCIAL INVESTMENT CONSULTING SERVICES;
MANAGED ACCOUNT LINK LFG, INC. 10 Valley Stream Parkway Malvern PA 19355 Financial and investment consulting services, namely, individually managed account services for financial advisors to assist clients in allocating and managing investments within a series of individually managed accounts;
MERCER WISE MERCER (US) INC. 23rd Floor 1166 Avenue of the Americas New York NY 10036 Financial and investment consulting services, namely, providing proprietary target fund related consulting services;
MERCER WISE IRA MERCER (US) INC. 23rd Floor 1166 Avenue of the Americas New York NY 10036 Financial and investment consulting services, namely, providing defined contribution plan consulting services and proprietary target fund related consulting services;IRA;
MERCER WISE TARGET DATE FUNDS MERCER (US) INC. 23rd Floor 1166 Avenue of the Americas New York NY 10036 Financial and investment consulting services, namely, providing defined contribution plan consulting services and proprietary target fund related consulting services;TARGET DATE FUNDS;
MORLEY CAPITAL MANAGEMENT, INC. MORLEY CAPITAL MANAGEMENT, INC. KRUSE WOODS ONE, SUITE 400 5285 S.W. MEADOWS ROAD LAKE OSWEGO OR 97035 FINANCIAL AND INVESTMENT CONSULTING SERVICES;CAPITAL MANAGEMENT, INC.;
MORLEY CAPITAL MANAGEMENT, INC. MORLEY CAPITAL MANAGEMENT, INC. KRUSE WOODS ONE, SUITE 400 5285 S.W. MEADOWS ROAD LAKE OSWEGO OR 97035 financial and investment consulting services;CAPITAL MANAGEMENT, INC.;
PRISM LFG, INC. 10 Valley Stream Parkway Malvern PA 19355 financial and investment consulting services, namely, individually managed account services for financial advisors to assist clients in allocating and managing investments within a series of individually managed accounts,;
SERVICING WITH A SENSE OF DIRECTION Van Kampen Merritt Inc. 1001 Warrenville Rd. Lisle IL 60532 financial investment consulting services;
STERLING RESOURCES Sterling Resources Insurance Agency, Inc 175 Derby Street Suite 33 Hingham MA 02043 FINANCIAL INVESTMENT CONSULTING SERVICES AND INSURANCE CONSULTING SERVICES;
STERLING RESOURCES FEITELBERG AND MCCLAIN SUITE 33 175 DERBY STREET HINGHAM MA 02043 FINANCIAL INVESTMENT CONSULTING SERVICES AND INSURANCE CONSULTING SERVICES;
STRATEGY PLUS WHEAT, FIRST SECURITIES, INC. 901 East Byrd Street Richmond VA 23219 financial and investment consulting services;STRATEGY;
TAX-BASED WEALTH MANAGEMENT Wealth Management Strategies, Inc. 17 Brilliant Ave., Suite 302 Pittsburgh PA 15215 FINANCIAL AND INVESTMENT CONSULTING SERVICES, FINANCIAL MANAGEMENT SERVICES, FINANCIAL PLANNING SERVICES, FINANCIAL PORTFOLIO MANAGEMENT SERVICES, FINANCIAL RESEARCH SERVICES, AND FINANCIAL RISK MANAGEMENT SERVICES;WEALTH MANAGEMENT;
THE BANK OF NEW YORK SEPARATE ACCOUNT SERVICES BNY SEPARATE ACCOUNT SERVICES, INC. 10 VALLEY STREAM PARKWAY MALVERN PA 19355 Financial and investment consulting services, namely, individually managed account services for financial advisors to assist clients in allocating and managing investments within a series of individually managed accounts;BANK and SEPARATE ACCOUNT SERVICES;
THE POWER OF ADVICE UBS FINANCIAL SERVICES INC. 1200 Harbor Blvd. Weehawken NJ 070866791 financial investment consulting services;
THE RETIREMENT CLINIC Kowal Investment Group W238 N1660 Busse Road Suite 100 Waukesha WI 53188 Financial and investment consulting services;RETIREMENT;
THE SALE-LEASEBACK SOLUTION Kenneth Walker 4323 E 75th St Tulsa OK 74136 Financial and investment consulting services for the acquisition, financing and sale of residential real estate properties;SALE-LEASEBACK;
WEBSTEER Fryscak, Francis M. 160 East 55 Street Apt. 8F New York NY 10022 Financial and investment consulting services in the field of companies that transact business principally through a global computer network;WEB STEER;
 

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.