FINANCIAL PORTFOLIO MANAGEMENT SERVICES

Brand Owner (click to sort) Address Description
ACTIVE DIVERSIFIED PORTFOLIOS AMERIPRISE FINANCIAL, INC. 5226 Ameriprise Financial Center Minneapolis MN 55474 Financial portfolio management services for clients consisting of asset management;DIVERSIFIED PORTFOLIOS;
ANALYTICAL MATURITY PT FINANCIAL 500 W. MADISON AVENUE - SUITE 350 CHICAGO IL 60661 financial portfolio management services for others, namely, method of analyzing and presenting individual securities and a collection of securities;Color is not claimed as a feature of the mark.;
BAYMOUNT A&S Capital Advisors, Inc. 707 E. Main St. 20th Floor Richmond VA 23219 Financial portfolio management services;
BETZOLD TOTAL RETURN PT FINANCIAL 500 W. MADISON AVENUE - SUITE 350 CHICAGO IL 60661 financial portfolio management services for others, namely, a method of analyzing and presenting individual securities and a collection of securities;TOTAL RETURN;
COMPASS Clearent 11330 Olive Blvd. Suite 200 Creve Coeur MO 63141 Financial portfolio management services;
DIGITAL BEGINNINGS Digital Beginnings 3000 Westchester Avenue Suite 100 Purchase NY 10577 FINANCIAL PORTFOLIO MANAGEMENT SERVICES;DIGITAL;
EBASKET NETFOLIO 35 MASON STREET - 4th FLOOR Greenwich CT 068305436 Financial portfolio management services in International Class 36.;E BASKET;
FOCUS LIST MUTUAL FUND Hagan, Bernard P. 312 Sutter Street, Suite 506 San Francisco CA 94108 financial portfolio management services;MUTUAL FUND;
IDEAL PARTNERS Ideal Partners 4622 Third Street S. Arlington VA 22204 financial portfolio management services;
INCLUSIVE WEALTH MANAGEMENT Valentine Britt 2221 E. Lamar Blvd., Suite 220 Arlington TX 76006 Financial portfolio management services for clients consisting of asset and wealth management; Financial services, namely, advice relating to investments, asset management, cash management; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; providing on-line financial calculators; providing stock/securities market information; brokerage in the field of stocks, mutual funds and other securities; mutual fund investment and mutual fund distribution; consumer lending services; issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; a total portfolio offering for clients consisting of both separate accounts and mutual funds for equity and fixed income investments; financial trust operations; trust services, namely, investment and trust company services; insurance services, namely, underwriting, and writing property and casualty insurance; investment management of and distribution of annuities; investment services, namely, asset acquisition, consultation, development and management services; insurance brokerage;INCLUSIVE has become distinctive of the goods/services through the applicant's substantially exclusive and continuous use of the mark in commerce that the U.S. Congress may lawfully regulate for at least the five years immediately before the date of this statement.;WEALTH MANAGEMENT;
IQCIO IQCIO www.iqcio.com 450 LexingtonAve 4th Floor New York NY 10017 Financial portfolio management services;
IXI TP Servglobal Limited 12 Richardou & Verengarias, Araouzos Castle Court, 3rd floor CY-304 Cyprus Financial portfolio management services, trading of financial instruments, risk management services, financial portfolio analysis and optimization; fund management services, namely, management of a capital investment funds; providing information relating to the aforesaid services via Internet portals, web sites and web pages; including the aforesaid services provided via telecommunications networks, by online delivery and by way of the Internet and the World Wide Web;
NETFOLIO NETFOLIO, INC. 733 Third Avenue - 10th Floor New York NY 100173204 FINANCIAL PORTFOLIO MANAGEMENT SERVICES IN INTERNATIONAL CLASS 36;
PACE DAIN BOSWORTH DAIN BOSWORTH INCORPORATED 100 DAIN TOWER, 527 MARQUETTE AVENUE MINNEAPOLIS MN 55402 financial portfolio management services;
PACIFIC CAPITAL ASSET MANAGEMENT BANCORP HAWAII, INC. 111 SOUTH KING STREET HONOLULU HI 96846 financial portfolio management services;CAPITAL ASSET MANAGEMENT;
PACIFIC CAPITAL ASSET MANAGEMENT BANK OF HAWAII 130 Merchant Street Honolulu HI 96813 Financial Portfolio Management Services;
PACIFIC CENTURY ASSET MANAGEMENT PACIFIC CENTURY FINANCIAL CORPORATION 130 Merchant Street Honolulu HI 96813 financial portfolio management services;ASSET MANAGEMENT;
PAS SPECIAL OPTION FMR CORP. 82 Devonshire Street Boston MA 02109 financial portfolio management services;
PERFORMANCE TRUST TOTAL RETURN PT FINANCIAL 500 W. MADISON AVENUE - SUITE 350 CHICAGO IL 60661 financial portfolio management services for others that consists of analysis of individual securities and a collection of securities;PERFORMANCE TRUST TOTAL RETURN;TOTAL RETURN;
PRIVILEGED ACCOUNT SERVICE Fortis Advisers, Inc. 500 Bielenberg Drive Woodbury MN 55125 financial portfolio management services;ACCOUNT SERVICE;
RASTA GoldenTree Asset Management LP 300 Park Avenue, 21st Floor New York NY 10022 financial portfolio management services;
RESONANCE FUND Resonance Capital Management 1201 Third Avenue Suite 5000 Seattle WA 981013227 financial portfolio management services;FUND;
SELECT ASSET MANAGEMENT COMERICA CAPITAL MANAGEMENT 211 W. Fort Street Detroit MI 482751032 financial portfolio management services;ASSET MANAGEMENT;
SELLSIGNAL.COM Finkelman, Richard Craig 221 South Lucia Avenue, #B Redondo Beach CA 90277 FINANCIAL PORTFOLIO MANAGEMENT SERVICES, NAMELY, ANALYZING A SUBSCRIBER'S INVESTMENT PORTFOLIO AND PROVIDING ADVICE BASED ON INDIVIDUAL PREFERENCES AND TAX LIABILITY;SELL SIGNAL;
SHAPE MANAGEMENT PT FINANCIAL COMPANIES Suite 450 500 W Madison Street Chicago IL 60661 financial portfolio management services for others, namely, identifying market efficiencies and inefficiencies of a single security or a collection of securities through a graphic analysis of risks and rewards;MANAGEMENT;
STREETWISE PLANNER FIRST AMERICAN FINANCIAL CORPORATION, THE 114 East Fifth Street Santa Ana CA 92701 financial portfolio management services, namely, providing diversification of investments through asset allocation within the asset classes of stocks, bonds, and money market mutual funds;STREET WISE PLANNER;PLANNER;
THE VEGAN GROWTH PORTFOLIO Rocky Mountain Humane Investing, Corp. PO Box 475 Allenspark CO 80510 Financial portfolio management services in the nature of managing an investment portfolio designed for Vegan investors;GROWTH PORTFOLIO;
TOTAL YIELD PT FINANCIAL COMPANIES Suite 450 500 W Madison Street Chicago IL 60661 financial portfolio management services for others, namely, method of analyzing and presenting individual securities and a collection of securities;
TOTAL YIELD Performance Trust Investment Advisors, Inc. 500 West Madison Street - Suite 350 Chicago IL 60661 financial portfolio management services for others, namely, method of analyzing and presenting individual securities and a collection of securities;
TRAIL RIDGE Trail Ridge Capital 8301 East Prentice Avenue, Ste. 300 Greenwood Village CO 80111 FINANCIAL PORTFOLIO MANAGEMENT SERVICES, NAMELY, HEDGE FUND ADVICE AND MANAGEMENT FOR THE ASSETS OF INSTITUTIONS, HIGH NET WORTH INDIVIDUALS AND OTHER PERSONS; BUT EXCLUDING CHARITABLE FUND RAISING ACTIVITIES INVOLVING PUBLIC AND PRIVATE ORGANIZATIONS TO IMPROVE RECREATIONAL AND ENVIRONMENTAL RESOURCES FOR PUBLIC USE IN THE SAN FRANCISCO BAY AREA;
WARTON / ARCHON Warton Financial Services, Inc. 1751 East 71st Street Tulsa OK 74136 Financial portfolio management services; Financial and estate planning services;
WEALTHPURSUIT M Holdings Securities, Inc. 1125 NW Couch Street, Suite 900 Portland OR 97209 Financial portfolio management services, namely, providing professionally managed and allocated account services;WEALTH PURSUIT;
WESTERN AMERICA WESTERN AMERICA BANCORP INC 1500 MERRILL LYNCH TOWER EDMONTON ALBERTA T5J 2Z2 Canada financial portfolio management services in the nature of mutual funds, venture capital funds and investment funds; investment and securities brokerage services;AMERICA;
WESTERN AMERICA WESTERN AMERICA BANCORP INC. 1500 Royal Trust Tower Edmonton, Alberta T5J 2Z2 Canada financial portfolio management services in the nature of mutual funds, venture capital funds and investment funds; investment and securities brokerage services;AMERICA;
 

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.