INVESTMENT ADVICE

Brand Owner (click to sort) Address Description
CORIL HOLDINGS ALORIE HOLDINGS LTD. 1100-8th Avenue, S.W., Suite 277
CA
Calgary, Alberta T2P 3T8
Mining exploration and mineral exploration services
COUNTERPOINT CAPITAL CounterPoint Capital Partners, LLC 1605 Hope Street
Suite 320
South Pasadena CA 91030
Advice relating to investments; Equity capital ...
COURAGE Courage Capital Management, LLC 4440 Harding Road
Nashville TN 37205
investment advice, investment of funds for ...
COURAGE Courage Capital Management, LLC 4440 Harding Road
Nashville TN 37205
Investment advice and management, investment of ...
COURAGE TACTICAL ALPHA Courage Capital Management, LLC 4440 Harding Road
Nashville TN 37205
investment advice, investment of funds for ...
COURAGESPECIALSITUATIONS Courage Special Situations Fund, L.P. One Belle Meade Place
4400 Harding Road
Nashville TN 372052290
Investment advice and management; investment of ...
COWEN HEALTHCARE ROYALTY PARTNERS Cowen Group, Inc. 1221 Avenue of the Americas
New York NY 10020
Financial services, investment advice, investment management, ...
CPADVISORS O'Brien, Michael S. 5848 Price Road
Milford OH 45150
Capital investment consultation; Capital investment services; ...
CRABTREE FUND Crabtree Asset Management 2260 Sargent Avenue
Saint Paul MN 55105
Financial services, investment advice, investment management, ...
CRANEMERE The Cranemere Group Limited Fifth Floor
GB
London EC4A3AE
United Kingdom
Investment and financial services, financial ...
CREATIVE PLANNING INC. Creative Planning, Inc. 3400 College Boulevard, Suite 100
Leawood KS 66211
Financial services, investment advice, investment management, ...
CRESCENT GLOBAL Crescent Global Limited 2nd FloorGB
United Kingdom
Financial, finance, investment and insurance services; ...
CROSS LODGE Cross Lodge, Inc. 14 Wall Street
New York NY 10005
Financial advisory and consultancy services, the ...
CROSS LODGE BUILDS VALUES Cross Lodge, Inc. 14 Wall Street
New York NY 10005
Financial advisory and consultancy services, the ...
CROSSGATE Rea, John D. 605 Floral Vale Blvd.
Yardley PA 190675528
Financial services, investment advice, investment management, ...
CROSSING GAMMA Fernando Walter Lolo 11700 Old Georgetown Road. Unit 305
North Bethesda MD 20852
Investment, financial, and economic advisory services, ...
CROWDCHECK Crowdcheck, Inc. 721 North Overlook Drive
Alexandria VA 22305
Investment advice; Financial due diligence ...
CROWDFUND IRA Artesian Holdings Incorporated 6403 S. Datura Street
Littleton CO 80120
Advice relating to investments; Advising others ...
CROWDIPO WealthForge Holdings, Inc. 6800 Paragon Place Suite 237
Richmond VA 23230
Banking and financing services; Brokerage services ...
CRV Charles River Ventures, Inc. 15th Floor
One Broadway
Cambridge MA 02142
Advice relating to investments; Advising others ...
CRV Charles River Ventures, Inc. 15th Floor
One Broadway
Cambridge MA 02142
Advice relating to investments; Advising others ...
CRV Charles River Ventures, Inc. 15th Floor
One Broadway
Cambridge MA 02142
Advice relating to investments; Advising others ...
CSC SAAMA CAPITAL Suresh Shanmugham c/o Ash Lilani, 3786 Grove Avenue
Palo Alto CA 94303
Financial services, investment advice, investment management, ...
CTA RESEARCH Diesen, Anthony M 11346 Dahlgren Road
King George VA 23220
Commodity investment advice; Financial services, investment ...
CUMBERLAND VALLEY NATIONAL BANK & TRUST Cumberland Valley Financial Corporation Fifth and Main St.
London KY 40741
Banking services; Investment services, funds investment, ...
CURIOSITY CAPITAL Krings-Ernst, Dennis Goltsteinstr 106
DE
50968 Cologne
Germany
Advice relating to investments; Advising others ...
CUSTOMERS' YACHTS Mott, Antony R 20th floor
45 Rockefeller Plaza, 630 Fifth Avenue
New York NY 10111
Advice relating to investments; Advising others ...
CUSTOMERS' YACHTS Customers' Yachts Advisers, Inc. 20th Floor
45 Rockefeller Plaza
New York NY 10111
Investment advice; Investment advisory services; Investment ...
CUSTOMHEDGE CHAPWOOD CUSTOMHEDGE PORTFOLIO ADVISORYSERVICES, LLC 15455 N. Dallas Pkwy., Ste. 750
Addison TX 75001
Capital investment consulting; Capital investment services; ...
CYAN PARTNERS P2 Capital Partners LLC 9th Floor
445 Park Avenue
New York NY 10022
Arranging of loans; capital investment services; ...
CYPRESS COAST Cypress Coast Partners, LLC 225 Crossroads Blvd
Carmel CA 93923
Equity capital investment; Financial advice ...
CYPRIUM PARTNERS Elessar Investment Management, LLC Suite 1310
1111 Superior Avenue
Cleveland OH 44114
Financial services, investment advice, investment management, ...
DARK HORSE CAPITAL MANAGEMENT Martin, Casey J. 1 Columbus Place, N7F
New York NY 10019
Financial and investment services, management ...
DARWIN CAPITAL GROUP Darwin Capital Group LLC 276 Sunburst Ln
Corona CA 92879
Advice relating to investments; Capital investment ...
DASH ACQUISITIONS Dash Acquisitions LLC 9701 Wilshire Blvd., Suite 1110
Beverly Hills CA 90212
Financial services, financial planning, investment advice, ...
DASH INVESTMENTS Dash Acquisitions LLC 9701 Wilshire Blvd., Suite 1110
Beverly Hills CA 90212
Financial services, financial planning, investment advice, ...
DAVIVIENDA INTERNATIONAL BANCO DAVIVIENDA S.A. CARRERA 7 # 31-10 PISO 24
Bogota
Colombia
Financial services, trust services, investment ...
DAVIVIENDA INTERNATIONAL BANCO DAVIVIENDA S.A. CARRERA 7 # 31-10 PISO 24
Bogota
Colombia
Financial services, trust services, investment ...
DB CLIMATE CHANGE ADVISORS Deutsche Bank Aktiengesellschaft Taunusanlage 12
DE
60325 Frankfurt Am Main
Germany
Financial services, investment advice, investment management, ...
DEBTAHOLICS ANONYMOUS Sokolowski, Gregory 2934 W Belle Plaine Ave
Apt 2E
Chicago IL 60618
Financial counseling services, helping others build ...
DECISIONS T. ROWE PRICE GROUP, INC. 100 EAST PRATT ST.
BALTIMORE MD 21202
providing services in the investment ...
DECLAN KELLY CONSULTING Declan Kelly Consulting LLC 27 N Moore Street, Apt. 7C
New York NY 10013
Investor services, investment advice, investment management, ...
DEEPROOT dprt Capital Management, LLC PO Box 691610
San Antonio TX 78269
Capital investment consulting; Capital investment services; ...
DEEPROOT dprt Capital Management, LLC PO Box 691610
San Antonio TX 78269
Capital investment consulting; Capital investment services; ...
DEL NORTE INVESTMENT SERVICES Del Norte Credit Union P.O. Box 1180
Los Alamos NM 87544
Financial advice; Financial advice and consultancy ...
DELEGATE ADVISORS Delegate Advisors, LLC Suite 340
1414 Raleigh Road
Chapel Hill NC 27517
Advice relating to investments; Financial advisory ...
DIGI-CAPITAL Digi-Capital Limited Att: Tim Merel
GB
London EC2A4LG
United Kingdom
Banking and financing services; Financial ...
DIGITAL POWER Digital Power Capital, LLC c/o Wexford Capital LLC
411 West Putnam Avenue Suite 125
Greenwich CT 06830
INVESTMENT ADVICE AND INVESTMENT MANAGEMENT SERVICES ...
DIO Lake, Gregory C. 13 Godwin Lane
Ladue MO 63124
Financial services, investment advice, investment management, ...
DIRECTIONAL ALPHA Lolo, Fernando Walter 11700 Old Georgetown Road Unit 305
North Bethesda MD 20852
Investment management and financial services, providing ...
DISCOVERY MANAGEMENT Discovery Management, Ltd. Suite 1150
Crescent Court
Dallas TX 75201
Investment advice, Investment consultation, investment management ...
DISCOVERY MANAGEMENT, LTD. DISCOVERY MANAGEMENT, LTD. 300 Crescent Court, Suite 750
Dallas TX 75201
INVESTMENT ADVICE, INVESTMENT CONSULTATION, INVESTMENT MANAGEMENT, ...
DISCRETIONARY PRIVATE EQUITY (DPE) JAM Capital Partners Management, LLC 16 Boardwalk Plaza
Saint Simons Island GA 31522
Equity capital investment; Financial services, investment ...
DISRUPTIVE ALPHA Next Wave Advisors LLC 8396 Ironhorse Court
West Palm Beach FL 33412
Financial services, a total portfolio offering ...
DO WELL. DO GOOD. Aspiration Partners Suite 415
9200 Sunset Blvd.
West Hollywood DE 90069
Electronic financial service for the purchase ...
DOMEYARD Domeyard LLC 100 Landsdowne St, 404
Cambridge MA 02139
Agencies for brokerage of securities trading ...
DRAGON WELL CAPITAL Tan, Gary 109 9th Avenue
San Francisco CA 94118
Financial services, investment advice, investment management, ...
DRAGONEER Dragoneer Investment Group, LLC 101 California Street, Suite 2840
San Francisco CA 94111
Financial services, investment management, investment advice, ...
DRIP FUND DRIP Fund 175 W. Jackson Avenue
Suite A-243
Chicago IL 60604
investment advice and services for private ...
DYAL CAPITAL PARTNERS Lehman Brothers Inc. 745 Seventh Avenue
New York NY 10019
Financial services, investment advice, investment management, ...
DYNAMIC PORTFOLIO OPTIMIZATION Smart Portfolios LLC 17865 Ballinger Way NE
Seattle WA 98155
FINANCIAL SERVICES, INVESTMENT ADVICE, INVESTMENT MANAGEMENT, ...
DYNAMIC REBALANCE O'Shaughnessy Asset Management, LLC 6 Suburban Ave.
Stamford CT 06901
Financial services, investment advice, investment management, ...
E EMET CAPITAL MANAGEMENT, LLC 15th Floor
183 Madison Ave.
New York NY 10016
Capital investment services; Financial asset management; ...
E EQUINOX FUNDS Equinox Financial Group, LLC 1775 Sherman Street, Suite 2500
Denver CO 80203
House mark for providing a full ...
E-Zone System Hottinger Capital Consulting Ltd PO Box 1004
Ponte Vedra Beach FL 32004
Stock timing and trading signals
EA EXCLUSIVE ADVISORS LLC Exclusive Advisors LLC Suite 2901
1 Independent Drive
Jacksonville FL 32202
Financial services, investment advice, investment management, ...
EARTH DIVIDEND Earth Capital Partners LLP 3rd Floor
34 St James's St
London SW1
United Kingdom
Financial and investment advisory services; capital ...
EAST HALL CAPITAL EAST HALL CAPITAL LLC Suite 37A
30 WATERSIDE PLAZA
NEW YORK NY 10010
Financial services, investment advice, investment management, ...
EASTDIL SECURED Wells Fargo & Company 1700 Wells Fargo Center, MAC N9305-176
Sixth and Marquette
Minneapolis MN 55479
investment banking services; real estate investment ...
ECHO POINT Old Mutual (US) Holdings Inc. 200 Clarendon Street, 53rd Floor
Boston MA 02116
Financial services, investment advice, investment management, ...
ECHO-TRADING Perfectna, Inc. 874 Ginger Avenue
Carlsbad CA 92011
Financial services, trading for others of ...
ECHOBAY VENTURES Yee, Ronald P.O. Box 7386
Fremont CA 94537
Financial services, investment advice, investment management, ...
ECOSCORE BUDARARA ADELIN 550 DE BRUYERE
CA
REPENTIGNY J5Y3Y9
Canada
Financial analysis and consultation; Financial analysis ...
EDERIVATIVES E DERIVATIVES, INC. 278 Mountain Avenue
Princeton NJ 08540
To provide financial derivatives products ...
EDGE FUNDS Aspiration Asset Managers, LLC Suite 822
40 East Main St.
Newark DE 19711
Financial services, a total portfolio offering ...
EDISON WATSON Edison Watson LLC 160 Greentree Drive, Suite 101
Dover DE 19904
Investment advice; Investment advisory services; Investment ...
EE e3 OG, LLC 65 Dowlin Forge Road
Exton PA 19341
Personal and commercial banking services, providing ...
EFFICIENT WEALTH MANAGEMENT Efficient Wealth Management, LLC 22 Watermint Place
The Woodlands TX 77384
investment advice
EFG EFG WEALTH SOLUTIONS EFG Bank European Financial Group SA 24 Quai du Seujet, Case Postale 1211
CH
Geneva 2
Switzerland
Financial trust administration; real estate investment ...
EFG WEALTH SOLUTIONS EFG Bank European Financial Group SA 24 Quai du Seujet, Case Postale 1211
CH
Geneva 2
Switzerland
Financial trust administration; real estate investment ...
EFOLIO eFOLI0, INC. One World Trade Center, Suite 7967
New York NY 10048
Investment Advice
EIGHT CAPITAL Reservoir Media Management, Inc. c/o Pryor Cashman LLP
410 Park Ave., 10th Floor
New York NY 10022
Financial and investment services, management ...
EII EII Capital Management, Inc. 640 Fifth Avenue, 8th Floor
New York NY 10019
Financial services, investment advice, investment management, ...
EII EII Capital Management, Inc. 640 Fifth Avenue, 8th Floor
New York NY 10019
Financial services, investment advice, investment management, ...
EII CAPITAL MANAGEMENT EII Capital Management, Inc. 640 Fifth Avenue, 8th Floor
New York NY 10019
Financial services, investment advice, investment management, ...
EINSTEIN STRATEGIES Acuity Wealth Management, LLC 10 East Broad Street
Hopewell NJ 08525
Financial services, investment advice, investment management, ...
ELIQUIDITY Boorer, Graeme Jeffrey 65 Hill Street
AU
Roseville 2070
Australia
Credit and financial consultation; Financial advice ...
ELITE INVESTMENTS Aspiration Asset Managers, LLC Suite 822
40 East Main St.
Newark DE 19711
Financial services, a total portfolio offering ...
ELLEVATE ASSET MANAGEMENT 85 Broads Unlimited LLC 261 Madison Ave
261 Madison Avenue
New York NY 10016
Financial services, investment management, investment advice, ...
ELM CAPITAL Elm Capital Associates Ltd 136 Sloane Street, 4th Floor
GB
London SW1X 9AY
United Kingdom
Financial services, investment advice, investment management, ...
EMET EMET CAPITAL MANAGEMENT, LLC c/o Lowenstein Sandler PC
65 Livingston Avenue
Roseland NJ 070681791
Capital investment services; Financial asset management; ...
EMMAUS INVESTOR SERVICES Emmaus Investor Services Corp. 117 Fairground Ave.
Dayton OH 45409
Financial services, investment advice, investment management, ...
EMPIRICAL Empirical Financial Services 1420 5th Ave., Suite 3150
Seattle WA 98101
Capital investment consulting; Capital investment services; ...
EMPIRICAL CAPITAL MANAGEMENT Empirical Financial Services 1420 5th Ave., Suite 3150
Seattle WA 98101
Capital investment consulting; Capital investment services; ...
EMPIRICAL FINANCIAL SERVICES Empirical Financial Services 1420 5th Ave., Suite 3150
Seattle WA 98101
Capital investment consulting; Capital investment services; ...
EMPIRICAL FUNDS Empirical Financial Services 1420 5th Ave., Suite 3150
Seattle WA 98101
Financial and investment services, management ...
EMPIRICAL TARGETED PREMIUM PORTFOLIOS Empirical Financial Services 1420 5th Ave., Suite 3150
Seattle WA 98101
Capital investment consulting; Capital investment services; ...
EMPIRICAL TARGETED RISK REBALANCING Empirical Financial Services 1420 5th Ave., Suite 3150
Seattle WA 98101
Capital investment consulting; Capital investment services; ...
EMPIRICAL WEALTH MANAGEMENT Empirical Financial Services 1420 5th Ave., Suite 3150
Seattle WA 98101
Capital investment consulting; Capital investment services; ...
EMPIRICAL-BASED ARBITRAGE Empirical Finance, LLC 3830 Kelley Avenue
Cleveland OH 44114
Financial services, investment advice, investment management, ...
 

Where the owner name is not linked, that owner no longer owns the brand

   
Technical Examples
  1. The invention is in the field of using a computer to provide automated investment allocation advice, selection of investment securities, customization of the automated advice, execution of investment securities, maintenance/monitoring of investment portfolios and rebalancing of investment portfolios. A user is connected to the Internet. The user connects to the portfolio management program (PMP) host computer through the Internet. The user completes a questionnaire that the PMP uses to generate a suitable investment allocation and specific portfolio strategy recommendation. The user reviews the strategy and specific information about the strategy. The information is transmitted across the Internet to the user. The information transmitted includes historic and/or hypothetical performance, historical and/or hypothetical holdings, current securities selections of the strategy, and a description of the strategy's selection methodology. The user, after making appropriate reviews, makes a decision to purchase the instruments in that portfolio. Now the user sees a list of instruments provided by the PMP host computer. The list of stocks is ordered by the degree to which they satisfy the requirements of the strategy. The user can then make the decision whether to accept, reject, or replace any individual security in the generated list or add an individual security. For example, the user can reject a security in the strategy and ask the PMP host computer to replace it with the next security that best fits. Once the user has approved the content of the proposed portfolio, the user enters an amount that the user will invest in accordance with the strategy. The PMP will allocate the investment amount across all the securities in the strategy. The user may authorize the PMP to purchase these selections through their qualified broker. The user may monitor the performance of these instruments subsequent to purchase through the PMP. The user may receive news, alerts, and/or research related materials for these instruments through the PMP. The user may authorize the PMP to rebalance their investments periodically to an updated list of instruments matching the selected strategy. The user may select a rebalance method that optimizes the tax consequences or the strategy adherence. The user has the ability to accept, reject, or replace any individual security in the generated list or add an individual security as part of the rebalance. The user can set up automatic email notification of rebalance dates or to have the PMP vote the proxy of the shares. The owner of the PMP host computer collects a payment for this service.