FINANCIAL MANAGEMENT INVESTMENT SERVICES

Brand Owner (click to sort) Address Description
ADVISOR FLEX PORTFOLIOS Lockwood Advisors, Inc. 760 Moore Road King of Prussia PA 19406 Financial management and investment services for registered investment advisors, namely, financial planning services, investment brokerage services, investment advisory services, investment management services, and individually managed account services;
AFX GLOBAL ADVISORS Randall J. Richard 236 Gannett Drive South Portland ME 04106 FINANCIAL MANAGEMENT AND INVESTMENT SERVICES, NAMELY, PROVIDING ASSISTANCE TO INVESTMENT MANAGERS IN THE MANAGEMENT OF INVESTMENT PORTFOLIOS BY MEANS OF ONLINE COMPUTERIZED PORTFOLIO MANAGEMENT TOOLS, ONLINE COMPUTERIZED INVESTMENT TRADE EXECUTION, ONLINE COMPUTERIZED INVESTMENT TRADE CONFIRMATION, AND ONLINE COMPUTERIZED MUTUAL FUND PERFORMANCE ASSESSMENT;Global Advisor;
CHIRIN CAPITAL Chirin Capital Limited PO Box 309GT, Cayman Islands Financial management and investment services; asset management services; hedge fund services;CAPITAL;
DELL VENTURES DELL INC. One Dell Way Round Rock TX 78682 Financial management and investment services related to the operation of private equity and venture capital funds;VENTURES;
GLOBAL TRADING SUPPORT SERVICES STATE STREET CORPORATION One Lincoln Street Boston MA 02111 FINANCIAL MANAGEMENT AND INVESTMENT SERVICES, NAMELY, PROVIDING ASSISTANCE TO INVESTMENT MANAGERS IN THE MANAGEMENT OF THEIR INVESTMENT PORTFOLIOS BY MEANS OF COMPUTERIZED PORTFOLIO MANAGEMENT TOOLS, INVESTMENT TRADE EXECUTION AND SETTLEMENT SERVICES, INVESTMENT TRADE CONFIRMATION, AND SETTLEMENT AND COMPENSATION CLAIM PROCESSING SERVICES; FOREIGN EXCHANGE BROKERAGE SERVICES; ONLINE COMPUTERIZED FINANCIAL INFORMATION REPORTING IN THE FIELD OF FOREIGN EXCHANGE TRANSACTIONS;SERVICES;
INTEGRA INTEGRA CAPITAL MANAGEMENT CORPORATION P.O. BOX 42, SUITE 1100 55 UNIVERSITY AVENUE TORONTO, ONTARIO M5J 2H7 Canada FINANCIAL MANAGEMENT AND INVESTMENT SERVICES;
KVP CAPITAL KVP Management 1000 Winter Street, Suite 1400 Waltham MA 02451 FINANCIAL MANAGEMENT AND INVESTMENT SERVICES RELATED TO THE OPERATION OF PRIVATE EQUITY AND VENTURE CAPITAL FUNDS;CAPITAL;
LOCKWOOD ADVISOR FLEX PORTFOLIOS Lockwood Advisors, Inc. 760 Moore Road King of Prussia PA 19406 Financial management and investment services for registered investment advisors, namely, financial planning services, investment brokerage services, investment advisory services, investment management services, and individually managed account services;
LOCKWOOD CAPITAL MANAGEMENT Lockwood Advisors, Inc. 760 Moore Road King of Prussia PA 19406 Financial management and investment services for registered investment advisors, namely, financial planning services, investment brokerage services, investment advisory services, investment management services, individually managed account services; financial management and investment services, namely, investment brokerage services, namely, providing investment professionals and broker/dealer representatives with offer of variable insurance and annuities for their clients;CAPITAL MANAGEMENT;
LOCKWOOD MANAGED ACCOUNT ADVISOR Lockwood Advisors, Inc. 760 Moore Road King of Prussia PA 19406 Financial management and investment services, namely, financial planning services, investment brokerage services, investment advisory services, investment management services, and individually managed account services for financial advisors;LOCK WOOD MANAGED ACCOUNT ADVISOR;as to LOCKWOOD;MANAGED ACCOUNT ADVISOR;
LOCKWOOD MANAGED ACCOUNT COMMAND Lockwood Advisors, Inc. 760 Moore Road King of Prussia PA 19406 Financial management and investment services, namely, financial planning services, investment brokerage services, investment advisory services, investment management services, and individually managed account services for financial advisors;LOCK WOOD MANAGED ACCOUNT COMMAND;MANAGED ACCOUNT;
LOMBARD ODIER & CIE Lombard Odier & Cie 11, rue de la Corraterie 1211 Geneva 11 Switzerland financial management and investment services, namely, managing investment portfolios; securities trading; real estate investment; and investments and block trading of mutual funds;
MANAGED ACCOUNT SERVICES BNY SEPARATE ACCOUNT SERVICES, INC. 10 VALLEY STREAM PARKWAY MALVERN PA 19355 Financial management and investment services, namely, financial planning services, investment brokerage services, investment advisory services, and investment management services;
PSRC PUBLIC SERVICE RESOURCES CORPORATION 80 PARK PLAZA NEWARK NJ 07101 FINANCIAL MANAGEMENT AND INVESTMENT SERVICES COMPRISING ARRANGING SALES AND LEASESOF MANUFACTURED PRODUCTS AND THEIR EXPORT;THE DRAWING IS LINED FOR THE COLORS GREY AND RED, AND THE COLORS ARE CLAIMED AS FEATURES OF THE MARK;
PSRC PUBLIC SERVICE RESOURCES CORPORATION 80 PARK PLAZA NEWARK NJ 07101 FINANCIAL MANAGEMENT AND INVESTMENT SERVICES COMPRISING ARRANGING SALES AND LEASES OF MANUFACTURED PRODUCTS AND THEIR EXPORT;
PSRC PUBLIC SERVICE RESOURCES CORPORATION 80 PARK PLAZA NEWARK NJ 07101 FINANCIAL MANAGEMENT AND INVESTMENT SERVICES COMPRISING ARRANGING SALES AND LEASES OF MANUFACTURED PRODUCTS AND THEIR EXPORTS;THE STIPPLING ON THE DRAWING INDICATES SHADING;
RV EUROPE Rocket Management II 668 High Street Palo Alto CA 94301 FINANCIAL MANAGEMENT AND INVESTMENT SERVICES RELATED TO THE OPERATION OF VENTURE CAPITAL FUNDS;BUSINESS CONSULTATION SERVICES RELATED TO VENTURE CAPITAL;EUROPE;
RV US Rocket Management II 668 High Street Palo Alto CA 94301 financial management and investment services related to the operation of venture capital funds;business consultation services related to venture capital;US;
SALIX VENTURES SALIX MANAGEMENT CORPORATION 30 BURTON HILLS BLVD SUITE 370 NASHVILLE TN 37215 FINANCIAL MANAGEMENT AND INVESTMENT SERVICES RELATED TO THE OPERATION OF PRIVATE EQUITY AND VENTURE CAPITAL FUNDS;VENTURES;
SALIX VENTURES Salix Ventures, L.P. 30 Burton Hills Boulevard, Suite 370 Nashville TN 37215 FINANCIAL MANAGEMENT AND INVESTMENT SERVICES RELATED TO THE OPERATION OF PRIVATE EQUITY AND VENTURE CAPITAL FUNDS;VENTURES;
THE KEY MANAGED ASSET PROGRAM KEYCORP 127 Public Square Cleveland OH 44114 financial management and investment services;MANAGED ASSET PROGRAM;
VOYAGER PACIFIC Voyager Pacific Capital Management Suite 230 1498 SE Tech Center Place Vancouver WA 98683 financial management and investment services; fund management services; tax lien management services;
WORLD BEACH VOLLEYBALL CHAMPIONSHIPS FIVB KOCH TAVARES SAN PAULO 01426 Brazil FINANCIAL MANAGEMENT AND INVESTMENT SERVICES COMPRISING ARRANGING SALES AND LEASES OF MANUFACTURED PRODUCTS AND THEIR EXPORTS;BEACH VOLLEY BALL CHAMPIONSHIPS AND THE DESIGN OF THE VOLLEYBALL;ELECTRIC AND GAS PUBLIC UTILITY SERVICES AND DESIGNING OF COGENERATION PLANTS;
 

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.