INVESTMENT ADVICE

Brand Owner (click to sort) Address Description
EMPIRITRAGE Empirical Finance, LLC 3830 Kelley Avenue
Cleveland OH 44114
Financial services, investment advice, investment management, ...
EMPIRITRAGE EMPIRICAL-BASED ARBITRAGE Empirical Finance, LLC 3830 Kelley Avenue
Cleveland OH 44114
Financial services, investment advice, investment management, ...
EMPLOYEE HEAVEN American National Investment Advisors, LLC Suite 500
2001 Butterfield Road
Downers Grove IL 60515
Financial services, investment advice, investment management, ...
EMRYS PARTNERS Emrys Partners, L.P. 830 Third Avenue, 8th Floor
New York NY 10022
Financial services, investment advice, investment management, ...
ENCINA CAPITAL PARTNERS Encina Capital Partners, LLC 1055 E. Colorado Blvd, Suite 500
Pasadena CA 91106
Financial services, investment advice, investment management, ...
ENDOWMENT PLUS PARADIGM Rocky Mountain Wealth Concepts 2120 Carey Ave., Ste. 300
Cheyenne WY 82003
Financial services, investment advice, investment management, ...
ENDURING WEALTH Bender, Ralph 30162 Corte Cantera
Temecula CA 92591
Financial services, a total portfolio offering ...
ENDURING WEALTH ADVISORS Enduring Wealth Advisors 30162 Corte Cantera
Temecula CA 92591
Advice relating to investments; Agencies for ...
ENERGYFUNDERS Energy Funders, LLC Suite 600
4900 Woodway
Houston TX 77056
Capital investment consulting; Capital investment services; ...
ENHANCED DIVIDEND O'Shaughnessy Asset Management, LLC 6 Suburban Ave.
Stamford CT 06901
Financial services, investment advice, investment management, ...
ENNOVANCE Hossain, Mohammad 1880 John F. Kennedy Boulevard Suite 701
Philadelphia PA 19103
Business brokerage services and related consulting ...
ENNOVANCE CAPITAL E Hossain, Mohammad 1880 John F. Kennedy Boulevard Suite 701
Philadelphia PA 19103
Business brokerage services and related consulting ...
ENSEMBLE INVESTMENT GROUP, LLC Ensemble Investment Group, LLC Suite 322
6075 Poplar Avenue
Memphis TN 38119
Financial advisory and consultancy services; Financial ...
ENTERPRISE ADVISORY SERVICES Enterprise Capital Management, Inc. 1200 Ashwood Parkway, Suite 290
Atlanta GA 30338
investment advice
ENTERPRISE AMBASSADOR Burette Pty Lad. powerconnect@optusnet.com.au
AU
Melbourne 3021
Australia
Banking consultation; Business brokerage services ...
ENTREPRENEURSHARES. INVEST IN VISIONARY LEADERSHIP. Shulman, Joel Mark 114,North Avenue
Weston MA 02493
Establishing mutual funds for others; Financial ...
ENTRUST REALTY ADVISORS EnTrust Realty Advisors LLC 1980 Springer Drive
Lombard IL 60148
Real estate acquisition advisory services
EQUALITY FUNDS Delphine, Marc 6950 SW Hampton Street, Suite 260
Tigard OR 97223
Investment advisory services; fund investment consultation; ...
EQUINOX Equinox Financial Group, LLC 1775 Sherman Street, Suite 2500
Denver CO 80203
Investment and financial services, investment brokerage, ...
EQUINOX FUNDS Equinox Financial Group, LLC 1775 Sherman Street, Suite 2500
Denver CO 80203
House mark for providing a full ...
EQUITROPE Equitrope Asset Management Ltd. PMB 153
465 S. Meadows, Suite 20
Reno NV 89521
Investment advice for others, and investment ...
EQUITY FUNDS FOR THE DECADE AHEAD Franklin Resources, Inc. One Franklin Parkway
San Mateo CA 944031906
Advice relating to investments; Establishing mutual ...
ESSENTIAL BETA First Quadrant, L.P. 800 East Colorado Boulevard, Suite 900
Pasadena CA 911012141
Financial services, investment advice, investment management, ...
ESTHER INVESTOR MyIP, LLC 10650 Jaguar Pt.
Littleton CO 80124
Investment advice
ETHICS, EDUCATION & EXPERIENCE D3 Financial Counselors, LLC 5151 Mochel Drive, Suite 301
Downers Grove IL 60515
Estate planning; Financial advice; Financial advice ...
EULER CAPITAL EC Euler Capital LLC 225 N Columbus Drive, #4006
Chicago IL 60601
Financial asset management; Capital investment services; ...
EURIS CAPITAL PARTNERS EURIS D.O.O. Ilica 7 / II
HR
Zagreb 10000
Croatia
Financial services, investment advice, investment management, ...
EUROLAND.COM EUROLANDCOM AB KRONHUSGATAN 2 B
411 13 GOTEBORG
Sweden
Investment advice
EVERSTONE Everstone Capital Asia Pte. Ltd. 250 North Bridge RoadSG
Singapore
Financial consulting services, investment advice, investment ...
EVERY DAY MATTERS Legal & General Group plc One Coleman Street
London EC2R5AA
United Kingdom
Insurance, administration, claims administration, consultancy, brokerage ...
EVERYDAY CAPITAL Everyday Capital Strategies, LLC 6020 111th Place NE
Kirkland WA 98033
Financial and investment services, management ...
EVERYDAY INVESTORS Aspiration Asset Managers, LLC Suite 822
40 East Main St.
Newark DE 19711
Financial services, a total portfolio offering ...
EVO BANCO NCG BANCO, S.A. RĂșa Nueva, 30-32ES
Spain
Financial services, money lending, planning of ...
EVOPRO Dr. Klaus-Dieter Wild Seestrasse 28
DE
D-88353 Kisslegg
Germany
Investment advice and consultation; fund investment ...
EWM EFFICIENT WEALTH MANAGEMENT INTELLIGENT INVESTING WITH INTEGRITY Efficient Wealth Management, LLC 22 Watermint Place
The Woodlands TX 773844769
INVESTMENT ADVICE
EXOS PARTNERS Exos Partners, LLC 560 Mission Street, Suite 2800
San Francisco CA 94105
Advice relating to investments; Advisory services ...
EXPEDITION EQUITY VIP FUND Compass Bancshares, Inc. 15 South 20th Street
12th Floor
Birmingham AL 35233
MUTUAL FUND DISTRIBUTION; FUND INVESTMENT CONSULTATION; ...
EXPERIENCE THE DIAMOND STANDARD SCF Securities, Inc. 155 E Shaw Avenue, Ste 102
Fresno CA 93710
Financial advisory and consultancy services; Financial ...
EXPONENTIAL P/E Carroll, Keith E. 6015 S. Virginia St., Suite E-478
Reno NV 895026025
investment advice for others and investment ...
F FREEDOM FUNDS Global Management Resources, LLC 10212 Nashville Ave.
Lubbock TX 79423
Financial services, investment advice, investment management, ...
FACCESS FAccess LLC 5337 Redfield Road
Dunwoody GA 30338
Financial services, assisting others with the ...
FACTOR FUNDS DKM Capital Management, LLC 81 Orchard Street
Cos Cob CT 06807
Equity capital investment; Financial and investment ...
FAD FREE INVESTING Vlazny, William J 3745 LEXINGTON DR.
HOFFMAN ESTATES IL 60195
Investment advice
FAIRPLAYINVESTMENT Dr. Drazen Mario Odak Friedrichsdorfer Str. 29aDE
Germany
Insurance agency and brokerage; Administration of ...
FAMCO FIDUCIARY ASSET MANAGEMENT Fiduciary Asset Management, LLC 8112 Maryland Avenue, Suite 200
St. Louis MO 631053700
Financial investment services, financial management of ...
FAMCO FIDUCIARY ASSET MANAGEMENT Fiduciary Asset Management, LLC 8235 Forsyth Boulevard, Suite 700
St. Louis MO 63105
Financial investment services, financial management of ...
FAMCO OPPORTUNITY Fiduciary Asset Management, LLC c/o WHITELAW LEGAL GROUP
3838 Tamiami Trail North, Suite 310
Naples FL 34103
Financial investment services, financial management of ...
FAMILY INDEX STRESS TEST Carson Pacific LLC 13321 California Street, Suite 100
Omaha NE 68154
Investment advice and financial portfolio management
FAMILY WEALTH ADVOCATES Highland Consulting Associates, Inc. Gordon Building, Suite 350
159 Crocker Park Blvd.
Cleveland OH 44145
Investment advice and counseling
FAMILY WEALTH MANAGEMENT Bolton Capital Management, Inc. 11555 Pine Tree Place
Strongsville OH 44136
Financial asset management; Financial services in ...
FAQTORFUNDS FFCM LLC 131 Dartmouth Street, Suite 501
Boston MA 02116
Equity capital investment; Financial and investment ...
FEEMOMETER Albourne Partners Limited 16 Palace Street
GB
LONDON SW1E5JD
United Kingdom
Financial services, investment advice, investment consultation, ...
FELICIS VENTURES Felicis Ventures Management Company, LLC 530 Lytton Ave., Suite 305
Palo Alto CA 94301
Venture capital advisory, financing, funding ...
FERRIS CAPITAL Ferris Capital, LLC 38 Seconsett Point Road
Mashpee MA 02649
Advice relating to investments; Brokerage services ...
FF Founders Financial Securities LLC 1020 Cromwell Bridge Road
Towson MD 21286
Financial investment brokerage services; Financial management; ...
FIDUCIARY OPPORTUNITY Fiduciary Asset Management, LLC c/o WHITELAW LEGAL GROUP
3838 Tamiami Trail North, Suite 310
Naples FL 34103
Financial investment services, financial management of ...
FINANCE 'N STILETTOS Harris and Harris Wealth Management Group, LLC 17541 Eleanor Lane
Upper Marlboro MD 20774
Financial services, coordination, within a single ...
FINANCIAL CHEF Financial Chef LLC 119 Madeira Ave
Coral Gables FL 33134
Electronic financial service for the purchase ...
FINANCIAL CHEF FINANCIAL CHEF The Affluent Investor Source, Inc 17019 Two Mile Rd.
Franksville WI 53126
Credit and financial consultation; Financial advice; ...
FINANCIAL CONCIERGE Gary L. Rathbun Suite 108
6591 West Central Avenue
Toledo OH 43617
Financial advisory and consultancy services; Financial ...
FINANCIAL PLANNING FOR MY GENERATION Gen Y Planning, LLC 3853 Georgia Avenue North
Crystal MN 55427
Financial services, investment advice, investment management, ...
FINANCIAL PLANNING FOR THE REST OF YOUR LIFE Sycamore Group, Inc. 10419 Cory Lake Drive
Tampa FL 33647
Investment advice
FINANCIAL RADAR Lovell, Barry Wade 11635 Caminito Magnifica
San Diego CA 92131
Advice relating to investments; Advising others ...
FINANCIAL ROCK Mitch Huhem 6492 Goodwin Street
San Diego CA 92111
Charitable foundation services, providing fundraising activities, ...
FINANCIAL TRAJECTORY ANALYSIS James W. Knox 6 Vauxhall Court
Melville NY 11747
Advisory services in the field of ...
FINANCIAL-360 Financial-360, LLC 1445 Research Blvd, Suite 301
Rockville MD 20850
Financial administration of stock exchange trading ...
FIND YOUR FINANCIAL PHENOM Finom LLC 155 N. Michigan Ave., Suite 506
Chicago IL 60601
Financial services, providing investment research, financial ...
FINDOM Findom LLC 710 Centerpark Dr. #120
Colleyville TX 76034
Financial services, investment advice, investment management, ...
FINOM Finom LLC 155 N. Michigan Ave., Suite 506
Chicago IL 60601
Financial services, providing investment research, financial ...
FIRST BEVERAGE GROUP FIRST BEVERAGE GROUP, LLC Suite 850
11100 Santa Monica Boulevard
Los Angeles CA 90025
Financial services in and for the ...
FIRST FOUNDATION First Foundation, Inc. Suite 750
18101 Von Karman Avenue
Irvine CA 92612
Investment management services, investment advice, investment ...
FIRST LAWYERS TRUST COMPANY ALPS Corporation P.O. Box 9169
The Florence Building, Suite 109
Missoula MT 59807
TRUST SERVICES, INVESTMENT AND TRUST COMPANY ...
FIRST LIGHT ASSET MANAGEMENT First Light Asset Management, LLC 7825 Washington Ave S, Suite 500
Bloomington MN 55439
Financial planning and investment advisory services; ...
FIRST NATIONAL BANK PRIVATE BANKING GROUP F.N.B. Corporation Hermitage Square
One F.N.B. Boulevard
Hermitage PA 16148
Depository services, administration of holiday ...
FIRST NATIONAL BANK PRIVATE BANKING GROUP F.N.B. Corporation One F.N.B. Boulevard
Hermitage PA 16148
Depository services, administration of holiday ...
FIRST NATIONAL BANK PRIVATE BANKING GROUP F.N.B. Corporation One F.N.B. Boulevard
Hermitage PA 16148
Depository services, administration of holiday ...
FIRST TRUST CAPITAL STRENGTH First Trust Advisors L.P. Suite 300
1001 Warrenville Road
Lisle IL 60532
Financial services, investment advice, investment management, ...
FIRSTFAMILY FirstMerit Corporation III Cascade Plaza
Akron OH 44308
Estate planning; total return investment management, ...
FISCALLY RESPONSIBLE FOREIGN EQUITY PORTFOLIO Summit Wealth Management, Inc. 5337 Millenia Lakes Blvd, Suite 225
Orlando FL 32839
Financial services, investment advice, investment management, ...
FLATIRON BUILDING INVESTMENT Sorgente Group S.p.A. Via del Tritone, 132
IT
00187 ROMA
Italy
Financial affairs, investment advice and management ...
FLEX BUSINESS CHECKING SANDY SPRING BANK 17801 Georgia Avenue
Olney MD 20832
Advice relating to investments; ATM banking ...
FLEXPATH STRATEGIES FLEXPATH STRATEGIES, LLC 120 Vantis, Suite 400
Aliso Viejo CA 92656
Financial asset management; Financial administration of ...
FLINT HILLS FINANCIAL Flint Hills Financial LLC 1635 N Waterfront Pkwy Suite 150
Wichita KS 67206
Consulting services in the field of ...
FLTRUST Cutwater Investor Services Corp. 113 King Street
Armonk NY 10504
Financial services, investment advice, investment management, ...
FLTRUST BY GOVERNMENT FOR PEOPLE Cutwater Investor Services Corp. 113 King Street
Armonk NY 10504
Financial services, investment advice, investment management, ...
FLTRUST BY GOVERNMENT FOR PEOPLE Cutwater Investor Services Corp. 113 King Street
Armonk NY 10504
Financial services, investment advice, investment management, ...
FLTRUST BY GOVERNMENT FOR PEOPLE Cutwater Investor Services Corp. 113 King Street
Armonk NY 10504
Financial services, investment advice, investment management, ...
FLYING POINT CAPITAL Flying Point Capital, LLC 2525 Ponce de Leon Blvd., Suite 300
Coral Gables FL 33134
Investment and financial services, consultation regarding ...
FLYING POINT CAPITAL HELPING GOOD BUSINESSES BECOME EXTRAORDINARY Flying Point Capital, LLC 2525 Ponce de Leon Blvd.
Suite 300
Coral Gables FL 33134
Investment and financial services, consultation regarding ...
FNB BANCORP F.N.B. Corporation One F.N.B. Boulevard
Hermitage PA 16148
Depository services, administration of holiday ...
FNB BANK F.N.B. Corporation One F.N.B. Boulevard
Hermitage PA 16148
Depository services, administration of holiday ...
FOCAL POINT Pathway Health Services, Inc. 2025 4th Street
White Bear Lake MN 55110
Financial services, investment and retirement planning, ...
FOCUSEDON CPA'S SUCCESS EASTBOURNE INVESTMENTS LTD. 5307 CENTER MALL
KANSAS CITY MO 64119
Financial planning and investment advisory services; ...
FOLIOMETRICS MAC Media Inc. 27 Kershaw Court
Greenville SC 29607
Advice relating to investments; Financial information ...
FORGING FINANCIAL FREEDOM Valley Forge Financial Group, Inc. JVilbert@vffg.com
1030 Old Valley Forge Road
King of Prussia PA 19406
Conducting financial feasibility studies; Credit ...
FORT SHERIDAN ADVISORS Fort Sheridan Advisors, LLC 600 Central Avenue, Suite 325
Highland Park IL 60035
Financial services, providing financial advice relating ...
FORTRESS INVESTMENT MANAGEMENT, LLC Fortress Investment Management, LLC 5730 N Douglas Hwy #B
Juneau AK 99801
Advice relating to investments; Capital investment ...
FORTUNE PRIVATE EQUITY Yong Li 620 Vale Drive
Morganville NJ 07751
Financial services, investment advice, investment management, ...
FPS Bluff Point Associates Corp. Suite 350
285 Riverside Ave.
Westport CT 06880
Fiduciary services, fiduciary representative services; Financial ...
FPS Bluff Point Associates Corp. Suite 350
285 Riverside Ave.
Westport CT 06880
Fiduciary services, fiduciary representative services; Financial ...
 

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.