FINANCIAL PORTFOLIO MANAGEMENT

Brand Owner (click to sort) Address Description
401(K) MANAGEMENT SERVICE - THE 401(K) AUTOPILOT SMITH ANGLIN FINANCIAL 14755 Preston Road, Suite 700 Dallas TX 75254 Financial portfolio management;401(K) MANAGEMENT SERVICE AND THE 401(K);
401(K) MANAGEMENT SERVICE - THE 401(K) AUTOPILOT RHOADS LUCCA CAPITAL MANAGEMENT, INC. 120 North Pointe, Suite 201 Lancaster PA 17601 Financial portfolio management;401(K) MANAGEMENT SERVICE AND THE 401(K);
401(K) MANAGEMENT SERVICE - THE 401(K) AUTOPILOT Lucca, David Suite #100 1650 Crooked Oak Drive Lancaster CA 17601 Financial portfolio management;401(K) MANAGEMENT SERVICE AND THE 401(K);
7 DEADLY SINS OF INVESTING Tribeca Capital Management 4647 N. 32nd Street, Suite 201 Phoenix AZ 85018 Financial Portfolio Management;
ACCEL ACCEL HOLDINGS 500 University Ave. Palo Alto CA 94301 financial portfolio management; financial portfolio analysis services; financial consulting; management of investment funds and funds investment; facilitating and arranging for the financing of business enterprises; venture capital financing; project financing;
ACCESS TO EXPERIENCE TOUCHSTONE ADVISORS, INC. 303 BROADWAY CINCINNATI OH 45202 Financial portfolio management; Investment management of and distribution of variable annuities; Mutual fund distribution; Mutual fund investment;
ACTIVE INVESTOR SUNTRUST BANKS, INC. GA-ATL-0643 303 Peachtree St., NE, Suite 900 Atlanta GA 30308 financial portfolio management;
ACTIVE PORTFOLIO ENHANCEMENT Bell Investment Advisors, Inc. 1111 Broadway, Suite 1630 Oakland CA 94607 Financial portfolio management; Investment management;PORTFOLIO;
AGGREGATE FINANCIAL GROUP Aggregate Financial Group 501 Wampanoag Trail, Suite 100 East Providence RI 02915 Financial portfolio management; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Providing financial assessment services to businesses regarding employee group plans;FINANCIAL GROUP;
AIR ASSET MANAGEMENT Alternative Investment Resource 333 South Wabash, 27th Floor Chicago IL 60604 Financial portfolio management; Financial asset management; Financial services, namely, life insurance settlement services; Financial services, namely, raising money for the hedge funds of others; Investment management; Investment management of and distribution of annuities; Management of a capital investment fund;ASSET MANAGEMENT;
ALLOCATING YOUR ASSETS BANK OF AMERICA CORPORATION 100 North Tryon Street Charlotte NC 28255 Financial portfolio management; Investment advisory services;
ALPHA QUANT PORTFOLIO The Rehmann Group Suite 201 5800 Gratiot Ave. Saginaw MI 48605 Financial portfolio management;
ALPHASTREAM AlphaStream Portfolios, Inc. 2625 Cumberland Parkway, Suite 220 Atlanta GA 303393911 Financial portfolio management; managing private equity, mutual funds, hedge funds, and separately managed accounts; funds investment;ALPHA STREAM;
AMERICA'S ELITE RIA NETWORK GROUP THE RETIREMENT CORPORATION OF AMERICA 11500 NORTHLAKE DRIVE SUIT 100 CINCINNATI OH 45249 Financial portfolio management, financial planning, investment consultation and investment services, namely, investment advice, brokerage, management and consultation; mutual fund brokerage and investments;AMERICA'S ELITE RETIREMENT INVESTMENT ADVISORS NETWORK GROUP;RIA NETWORK GROUP;
AMERICA'S ELITE RIA NETWORK GROUP Retirement Capital Advisors, Inc. 11500 Northlake Drive Suite 100 Cincinnati OH 45249 Financial portfolio management, financial planning, investment consultation and investment services, namely, investment advice, brokerage, management and consultation; mutual fund brokerage and investments;AMERICA'S ELITE RETIREMENT INVESTMENT ADVISORS NETWORK GROUP;RIA NETWORK GROUP;
AMERICA'S ELITE RIA NETWORK GROUP GREEN DECADE 10300 Alliance Road, Suite 100 Cincinnati OH 45242 Financial portfolio management, financial planning, investment consultation and investment services, namely, investment advice, brokerage, management and consultation; mutual fund brokerage and investments;
AMP ARTA FINANCE INC. 153 Castro Street, Suite 200 Mountain View CA 94041 Financial portfolio management; financial portfolio analysis services; providing financial portfolio recommendations and advice;
ASCENT/MEREDITH Ascent/Meredith Asset Management Incorporated 712 Fifth Avenue New York NY 10019 FINANCIAL PORTFOLIO MANAGEMENT; SECURITIES BROKER-DEALER SERVICES; MERCHANT BANKING SERVICES;
ASSET ENGINE Walsh, Nicholas Wentworth 68 Wendell Street Cambridge MA 02138 Financial portfolio management; financial planning; financial analysis and consultation; investment management; investment advice; investment analysis and consultation; asset allocation management; asset allocation analysis and consultation; retirement planning consultation;ASSET;
ASSET ENGINE Walsh, Alexander deWitt 1312 Route 171 South Woodstock CT 06267 Financial portfolio management; financial planning; financial analysis and consultation; investment management; investment advice; investment analysis and consultation; asset allocation management; asset allocation analysis and consultation; retirement planning consultation;ASSET;
ATINDEX PPA Acquisition Corp. I. 1151 Fairview Avenue N. Seattle WA 98109 Financial portfolio management, namely tax efficient equity portfolios that feature an after-tax index strategy;
AUREUS WEALTH MANAGEMENT Aureus Wealth Management 434 loretto ave coral gables FL 33146 Financial portfolio management;WEALTH MANAGEMENT;
BOSS: BACK OFFICE SUPPORT SERVICE Back Office Support Services Suite 301 550 West Vista Way Vista CA 92083 Financial portfolio management;Color is not claimed as a feature of the mark.;SUPPORT SERVICES;
BRAINPOWER Brainpower Holding B.V. Leidseplein 29 NL-1010 Amsterdam Netherlands Financial portfolio management; financial management namely selection, allocation, monitoring and risk management of stocks, bonds, securities, mutual funds and other financial instruments; shares and currency brokerage; financial information provided electronically;BRAIN POWER;computer programming for others in the field of financial affairs;
BUSINESS OWNERS FUND ALTRUVISTA 3555 TIMMONS LANE SUITE 915 HOUSTON TX 77027 Financial portfolio management;FUND;
BUSINESS OWNERS FUND Altruista 2323 S. Shepherd Drive Suite 840 Houston TX 77019 Financial portfolio management;FUND;
BUSINESS TRANSITION GROUP Business Transition Group, Inc. Four Greentree, Suite 302 Marlton NJ 08053 financial portfolio management, financial management, investment management, real estate management, estate planning, insurance brokerage, insurance consultation;BUSINESS TRANSITION;
BZMONEY Ivanov, Aleksandr 7808 Honors Court Las Vegas NV 89129 financial portfolio management, securities brokerage;BUSY MONEY;
CAERUS INVESTMENT ADVISORS Caerus Investment Advisors 5 3rd Street Suite 900 San Francisco CA 94103 Financial portfolio management; Financial risk management; Financial services, namely, wealth management services; Investment advice; Investment management;INVESTMENT ADVISORS;
CALCULATION SERVER Derivative Solutions, Inc. suite 2825 55 West Monroe Chicago IL 60603 Financial Portfolio Management;
CANCERX Gibbons & Company 6841 Elm Street McLean VA 221011133 Financial portfolio management;
CAPITAL INVESTMENT TECHNOLOGIES Analytic Investment Management 19925 Stevens Creek Blvd, Suite 100 Cupertino CA 95014 Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Management of portfolios comprising securities; Management of securities portfolios;CAPITAL INVESTMENT;
CASTLESQUARE Marcus, Steven R 32 N Moore Street, 6th Floor New York NY 10013 Financial portfolio management; Hedge fund investment services; Investment management; Investment of funds for others; Management of a capital investment fund; Management of portfolios comprising securities;CASTLE SQUARE;
CDO ASSISTANT Derivative Solutions, Inc. suite 2825 55 West Monroe Chicago IL 60603 Financial Portfolio Management;
CDO MANAGER Derivative Solutions, Inc. suite 2825 55 West Monroe Chicago IL 60603 Financial Portfolio Management;
CELADON MANAGED WEALTH Celadon Managed Wealth 4215 Berkshire Ct. Plymouth MN 55446 Financial portfolio management;
CHAUTAUQUA CAPITAL MANAGEMENT ROBERT W. BAIRD & CO. INCORPORATED 777 East Wisconsin Avenue Milwaukee WI 53202 Financial portfolio management;CAPITAL MANAGEMENT;
CHAUTAUQUA CAPITAL MANAGEMENT Chautauqua Capital Management 1300 Walnut Street Boulder CO 80306 Financial portfolio management;CAPITAL MANAGEMENT;
CIOUTSOURCE DiMeo Schneider & Associates 500 W. Madison Street, Suite 1700 Chicago IL 60661 Financial portfolio management; Financial services, namely, a total portfolio offering for clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Investment advisory services; Management of portfolios comprising securities;CHIEF INVESTMENT OFFICER OUT SOURCE;
CLASSIC ACCOUNT MERRILL LYNCH & CO., INC. 4 WORLD FINANCIAL CENTER NEW YORK NY 10080 financial portfolio management;ACCOUNT;
COBIZ TRUST COBIZ FINANCIAL INC. 17th Floor 821 17th St. Denver CO 80202 Financial portfolio management; Financial trust operations; Financial services, namely estate settlement services; Financial services, namely, investment fund transfer and transaction services; Estate trust management; Trust services, namely, investment and trust company services;TRUST;
COLLISION METHODOLOGY Parkestone Capital Management PO Box 982974 Park City UT 84098 Financial portfolio management, through using a quantitative investment methodology for portfolio management;METHODOLOGY;
CONSTITUTION INVESTMENT ADVISORY & PORTFOLIO MANAGEMENT, LLC (CIAPM) Constitution Investment Advisory & Portfolio Management Services 2 Trap Falls Road Shelton CT 06484 Financial portfolio management; investment advisory services;INVESTMENT ADVISORY & PORTFOLIO MANAGEMENT, LLC;
CONVOY Convoy Investments 102 Fairhill Dr. Wilmington DE 19808 Financial portfolio management;
CORE DIVIDENDS Michael R Martino 14430 46th Ave N Plymouth MN 55446 Financial portfolio management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial planning and investment advisory services;DIVIDENDS;
CREATING BLACK WEALTH Bryant Group, The 305 Broadway 9th Floor New York NY 10007 FINANCIAL PORTFOLIO MANAGEMENT, INVESTMENT MANAGEMENT;
CREDIGY Credigy Solutions Inc. 3715 Davinci Court, Suite 200 Norcross GA 30092 Financial portfolio management in the field of non-performing and distressed consumer debt, namely, acquisition and liquidation of charged-off consumer accounts receivables; financial services, namely, restructuring existing loans and acquiring and collecting receivables for secured and unsecured, non-performing and sub-performing, consumer and commercial debt;
CREDIGY Credigy Solutions Inc. 3715 Davinci Court, Suite 200 Norcross GA 30092 Financial portfolio management in the field of performing and non-performing and distressed consumer debt, namely, acquisition and liquidation of consumer and commercial accounts receivables; financial services, namely, restructuring existing loans and acquiring and collecting receivables for secured and unsecured, performing and non-performing, consumer and commercial debt;
CREDIGY Credigy Solutions Inc. 3715 Davinci Court, Suite 200 Norcross GA 30092 Financial portfolio management in the field of performing and not performing consumer and consumer-related debt and financial assets, namely, acquisition, management and financing of consumer and consumer-related receivables; financial services, namely, restructuring existing loans and acquiring, collecting and financing receivables for secured and unsecured, performing, non-performing and sub-performing, consumer and consumer-related debt and financial assets;
CREDIT STREAM Hilltop Credit Partners Limited 10 Cork Street London W1S3LW United Kingdom Financial portfolio management; Real estate acquisition services;Cloud computing featuring software for use in database management; Design and development of computer software for portfolio management software in the field of real estate credit acquisition; Platform as a service (PAAS) featuring computer software platforms for real estate credit acquisition;
CUSTOM CORE PARAMETRIC PORTFOLIO ASSOCIATES 800 Fifth Avenue, Suite 2800 Seattle WA 98104 Financial portfolio management;
DARSANA DARSANA CAPITAL PARTNERS LP 40 West 57th Street, Suite 2210 New York NY 10019 Financial portfolio management; Investment advisory services; Investment management; Investment of funds for others;The English translation of Darsana in the mark is vision.;
DEFENSE FIRST Libertas Wealth Management Group, Inc. Ste 200 5003 Horizons Dr Columbus OH 43220 Financial portfolio management; Financial services, namely, wealth management services;
DELTRADING Managed Risk Advisors 16 Bridge Square Westport CT 06880 Financial portfolio management;DEL TRADING; DELAWARE TRADING;
DISCIPLINA Matthew Wright 2708 W Dolphin Dr Oak Island NC 28465 Financial portfolio management;
DISCIPLINED PORTFOLIO ADVISOR DiMeo Schneider & Associates 500 W. Madison Street, Suite 1700 Chicago IL 60661 Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Investment advisory services; Management of portfolios comprising securities;PORTFOLIO ADVISOR;
DIVERSIDEX Stone House Investment Management 80 W. Tioga St. Tunkhannock PA 18657 Financial portfolio management;
DIVERSIFIED DISCIPLINE PORTFOLIO Elias Asset Management, Inc. 500 Essjay Rd. Suite 220 Williamsville NY 14221 Financial portfolio management;
DIVIDEND BOOSTERS DISCIPLINE ANDREWS ADVISORY ASSOCIATES 1188 Bishop Street, #1808 Honolulu HI 96813 Financial Portfolio Management;DIVIDEND OR DISCIPLINE;
DO THE MATH Zinnia Wealth Management Suite 201 5481 SW 60Th St Ocala FL 34474 Financial portfolio management;
DYNAMIQ ASSET ALLOCATION Kevin Rooker Suite 100 4849 Greenville Avenue Dallas TX 75206 Financial portfolio management; Investment advice; Investment advisory services;DYNAMIC Q ASSET ALLOCATION;ASSET ALLOCATION;
EARNINGS REVISION MODEL ERM De Vengoechea, Rafael 2024 Highland Dr Newport Beach CA 92660 Financial portfolio management;EARNINGS REVISION MODEL;
ECO LEADERS Riverbridge Partners 1200 IDS Center, 80 South Eighth Street Minneapolis MN 55402 Financial portfolio management;
EMCMORTGAGECORP.COM Bear Stearns Companies. Inc., The 245 Park Avenue New York NY 10167 Financial portfolio management, namely, servicing and maintaining of mortgage loans for others; security services, namely, guaranteeing payment on mortgage loans; financial services in the nature of an investment security;EMC MORTGAGE CORP;
EMCMORTGAGEONLINE.COM BEAR STEARNS COMPANIES, INC., THE 245 Park Avenue New York NY 10167 Financial portfolio management, namely, servicing and maintaining of mortgage loans for others; security services, namely, guaranteeing payment on mortgage loans; financial services in the nature of an investment security;EMC MORTGAGE ON LINE;
ENDURING PORTFOLIOS Equity Risk Sciences, Inc. 6828 Post Road, Suite 3E North Kingstown RI 02852 Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Management of portfolios comprising securities; Management of portfolios of transferable securities;
ENTERPRISE CALCULATION SERVER Derivative Solutions, Inc. suite 2825 55 West Monroe Chicago IL 60603 Financial Portfolio Management;
EQUABLE SHARES Teramo Advisors Suite 600 1016 Collier Center Way Naples FL 34110 Financial portfolio management;SHARES;
EQUIAD EquiAd Capital Management 36 Washington Avenue Endicott NY 13760 Financial portfolio management, Financial investment in the field of securities;
ETF MODEL SOLUTIONS ETF Model Solutions #200 2200 North Richmond Street Appleton WI 54911 Financial portfolio management; Financial portfolio management by means of providing custom models and creating custom model allocations and portfolios using these models with the use of exchange traded funds (ETFs);ETF MODEL;
FACT BASED INVESTING Anthony capital 11001 W. 120th Ave #400 Broomfield CO 80021 Financial portfolio management;
FAMILY WEALTH CURATION GARRISON SUITE 206 2640 GOLDEN GATE PARKWAY NAPLES FL 34105 Financial portfolio management; Management of portfolios comprising securities; Financial planning and investment advisory services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial services, namely, generational wealth transfer and preservation; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Estate planning; Estate trust management; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial investment in the field of insurance and retirement; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, estate settlement services;CURATION;
FBIAS Anthony capital 11001 W. 120th Ave #400 Broomfield CO 80021 Financial portfolio management; Financial portfolio analysis services; Financial advisory and consultancy services; Financial management; Financial risk management; Investment consultancy and management;
FINALYZ EAI Systems GmbH Jaeckelchen 4a Attendorn 57439 Germany Financial portfolio management; management of portfolios comprising securities; management of portfolios of transferable securities; investment advisory services;
FISERV INVESTOR SERVICES, INC. CASH MANAGER Fiserv Investor Services, Inc. 5599 San Felipe, Suite 1400 Houston TX 77056 Financial portfolio management, checking account services and credit card services;FISERV INVESTOR SERVICES INC CASH MANAGER;INVESTOR SERVICES, INC. and CASH MANAGER;
FIXED INCOME ENTERPRISE Derivative Solutions, Inc. suite 2825 55 West Monroe Chicago IL 60603 Financial Portfolio Management;
FIXED INCOME NET Derivative Solutions, Inc. suite 2825 55 West Monroe Chicago IL 60603 Financial Portfolio Management;
FIXED INCOME SYSTEM Derivative Solutions, Inc. suite 2825 55 West Monroe Chicago IL 60603 Financial Portfolio Management;
FIXED INCOME WIN Derivative Solutions, Inc. suite 2825 55 West Monroe Chicago IL 60603 Financial Portfolio Management;
FLOATFOLIO Woloson, Henry S. 7203 Deerhill Court Clarkston MI 48346 Financial portfolio management;
FLOLIO Nicolau, Christopher 1010 Deerfield Rd Highland Park IL 60035 Financial portfolio management;
FORUM ADVISORS, INC. Keffer, John Y. 2 Portland Square Portland ME 04101 financial portfolio management;ADVISORS, INC.;
FREEDOM VENTURES Freedom Ventures Group Inc. 8 The Green, Suite A Dover DE 19901 Financial portfolio management;
GENERATIONAL PORTFOLIO SOLUTION Portfolio Solutions 900 WILSHIRE DRIVE, SUITE 200 TROY MI 48084 Financial portfolio management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of securities portfolios;PORTFOLIO SOLUTION;
GLOBALPROPERTY GROUP Verbic, John 201 West 72nd Street-4M New York NY 10023 financial portfolio management, financial research, and financial analysis and consultation all in the field of real estate investment;GLOBAL PROPERTY GROUP;management, consultation and research services in the field of real estate investment;PROPERTY GROUP;The drawing is lined for the color grey, but no claim is made to color.;
GPS AMERICAN INTERNATIONAL GROUP, INC. AIG (Intellectual Property Legal) PO Box 728 New York NY 101080728 Financial portfolio management;
GROWTH STRATEGY WITH A SAFETY NET Welch Group, The 3940 Montclair Road 5th Floor Birmingham AL 35213 financial portfolio management;
GTC WEALTH AMERICA Stonebridge Financial Group 602 North Front Street Wormleysburg PA 17043 Financial portfolio management; Financial planning; Financial planning for retirement; Investment planning; Investment advisory services;WEALTH AMERICA;
GUIDED PORTFOLIO ADVANTAGE AMERICAN INTERNATIONAL GROUP, INC. AIG (Intellectual Property Legal) PO Box 728 New York NY 101080728 Financial portfolio management;GUIDED PORTFOLIO;
GUIDED PORTFOLIO SERVICES AMERICAN INTERNATIONAL GROUP, INC. AIG (Intellectual Property Legal) PO Box 728 New York NY 101080728 Financial portfolio management;
GUIDED PORTFOLIO SERVICES (GPS) AMERICAN INTERNATIONAL GROUP, INC. AIG (Intellectual Property Legal) PO Box 728 New York NY 101080728 Financial portfolio management;GUIDED PORTFOLIO SERVICES;
HAVE FAITH IN YOUR PORTFOLIO James Investment Research, Inc. 5560 Courage Drive New Albany OH 43054 Financial portfolio management; Financial services, namely, wealth management services;
HICKORY VC Hickory VC 9800 Wilshire Blvd Beverly Hills CA 90212 financial portfolio management; financial portfolio analysis services; financial consulting; management of investment funds and funds investment; facilitating and arranging for the financing of business enterprises; venture capital financing;VC;
HIGH IMPACT Thomas Moser 1090 W. Graythorn Pl. Oro Valley AZ 95737 Financial portfolio management; Management of portfolios comprising securities of organizations engaged in social responsible, environmental or sustainable business practices, including, clean energy, renewable energy, alternative energy, solar power, wind energy, proactive healthcare, preventative healthcare, green building, sustainable construction, clean water, natural foods, organic foods and other socially responsible, environmental or sustainable technologies; Financial information and advisory services, namely, providing information for investment purposes about how organizations use or do not use clean energy, renewable energy, alternative energy, solar power, wind energy, proactive healthcare, preventative healthcare, green building, sustainable construction, clean water, natural foods, organic foods and other socially responsible, environmental or sustainable technologies;
HYERDALE CAPITAL GP, LLC Dangelo, Patrick dangelopatrick@hotmail.com 2 Tudor City Pl. Apt 12 B South New York City NY 10017 Financial portfolio management;CAPITAL GP, LLC;
IMA CHOICE BANK OF AMERICA CORPORATION 100 North Tryon Street Charlotte NC 28255 Financial portfolio management, excluding credit and debit card services management of securities portfolios, excluding credit and debit card services;
INNOVACOM INNOVACOM GESTION 9 rue de Téhéran F-75008 PARIS France Financial portfolio management; financial portfolio management, namely, acquisition of minority or majority shares, equity loans and more generally venture capital and development capital activities; financial collateral loans; debt collection;
INSIGNIS INSIGNIS, INC. 1 North LaSalle Street Suite 825 Chicago IL 60602 financial portfolio management; financial information provided by electronic means; financial risk management using proprietary mathematical algorithms;updating and design of computer software containing investment information, including proprietary mathematical algorithms in risk management for others;
INSPIRED FRONTIER Altitude Group, Inc. tilden@altitude-syndication.com Calabasas CA 91302 Financial portfolio management;
INSULATED PORTFOLIO Hopkins Investment Management 1731 River Rd Annapolis MD 214096122 Financial portfolio management;PORTFOLIO;
 

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.