INVESTMENT ADVICE FIELDS

Brand Owner (click to sort) Address Description
A FIRM FOCUSED ON A SINGLE SERVICE, A CONCENTRATED EQUITY STRATEGY THAT SEEKS TO IDENTIFY AND INVEST IN WHAT WE BELIEVE TO BE THE MOST COMPELLING COMPANIES GLOBALLY. Global Equity Strategy 1345 E Chandler Blvd, Building 2, Suite Phoenix AZ 85048 Investment advice in the fields of private and public equity; Investment advisory services;
ALL CONVEXITY Milne Suite 210 1520 Royal Palm Square Blvd Fort Myers FL 33919 Investment advice in the fields of bonds; Investment consultation in the fields of bonds;
AVESTA Avesta Prologue Portfolio 9162 E. 24th Pl. Denver CO 80238 Investment advice in the fields of private equity; Investment management in the fields of private equity; Investment of funds for others in the fields of private equity; Venture capital advisory services; Venture capital financing; Venture capital fund management; Venture capital funding services to emerging and start-up companies; Venture capital services, namely, providing financing to emerging and start-up companies; Providing venture capital, development capital, private equity and investment funding;
CAREY WEALTH MANAGEMENT Carey Consulting Wealth Management, Inc. 2819 Crow Canyon Road, Suite 101 San Ramon CA 94583 Investment advice in the fields of investments, investment management, investment consultation, retirement planning and financial planning;
CHASELLA CHASELLA CAPITAL PARTNERS 4900 MERRICK ROAD - SUITE 500 MASSAPEQUA PARK NY 11762 Investment advice in the fields of technology, start ups, and real estate; Investment of funds; Capital investment; Capital investment consulting; Capital investment services; Equity capital investment; Financial investment in the field of technology, start ups, and real estate; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Funds investment; Management of a capital investment fund; Providing venture capital, development capital, private equity and investment funding; Real estate investment services;
CLEAR STRATEGY SOLUTIONS FOR LIFE Clear Strategy Retirement Group 403 E. Grand River Brighton MI 48116 Investment advice in the fields of retirement planning, college funding, wealth preservation and protecting assets with individual insurance products;
CORNERSTONE RETIREMENT BLUEPRINT Cornerstone Wealth Management 1368 Paseo Verde Parkway, Suite 100 Henderson NV 89012 Investment advice in the fields of retirement planning;RETIREMENT BLUEPRINT;
ESG+H Friedland, Jamison Alexander 1 Valley Road Glen Cove NY 11542 Investment advice in the fields of securities;
FMB RETIREMENT SERVICES FMB Retirement Services Suite 246 2659 Townsgate Road Westlake Village CA 91361 Investment advice in the fields of retirement for plan sponsors and their employees and strategic planning and investment policy services;RETIREMENT SERVICES;
GALVANIZE CLIMATE SOLUTIONS Galvanize Climate Solutions 111 Sutter Street, 10th Floor San Francisco CA 84104 Investment advice in the fields of public and private equity funds, venture capital, project finance and infrastructure funds; Investment advisory services; Investment management in the fields of public and private equity funds, venture capital, project finance and infrastructure funds; Investment of funds; Mutual funds and capital investment;CLIMATE SOLUTIONS;
GLOBAL BUFFETTOLOGY INVESTMENT FUND Buffettology Inc. 616 South 11th Street Omaha NE 68102 Investment advice in the fields of mutual funds, hedge funds, investment trusts, bonds, securities and public and private equities.; Investment management in the fields of mutual funds, hedge funds, investment trusts, bonds, securities and public and private equities.; Investment of funds for others in the fields of mutual funds, hedge funds, investment trusts, bonds, securities and public and private equities; Mutual fund advisory services;
GODSPEED CAPITAL GODSPEED CAPITAL MANAGEMENT, LP 100 ROYAL PALM WAY PALM BEACH FL 33480 Investment advice in the fields of private equity; Investment advisory services; Investment consultation; Investment management; Capital investment services; Equity capital investment;CAPITAL;
GODSPEED CAPITAL Godspeed Capital c/o Rankin, Hill & Clark LLP P.O. Box 1150 Bonita Springs FL 341331150 Investment advice in the fields of private equity; Investment advisory services; Investment consultation; Investment management; Capital investment services; Equity capital investment;CAPITAL;
GROWTHCURVE CAPITAL GrowthCurve Capital LP 712 Fifth Avenue, 30th Floor New York NY 10019 Investment advice in the fields of private equity; Investment advisory services; Investment consultation; Investment management; Capital investment services; Equity capital investment;CAPITAL;
IBI GOGLOBAL LTD P.O. Box 213533, Office 4 Dubai Arab Emirates Investment advice in the fields of cryptocurrency and cryptocurrency hedge funds; Hedge fund investment services; Providing information, commentary and advice in the field of finance, financial investments and financial valuations;
LONGLEAF EQUITY PARTNERS Longleaf Equity Partners 14 Solana Rd Ponte Vedra FL 32082 Investment advice in the fields of Private Equity; Investment consultation in the fields of Private Equity; Investment management in the fields of Private Equity; Investment of funds for others in the fields of Private Equity;
MAYFAIR CAPITAL PARTNERS OXFORD FINANCIAL GROUP, LTD. 11711 N Meridian St., Suite 600 Carmel IN 46032 Investment advice in the fields of investment management, specifically alternative investments;
MUNIS IN A MINUTE GOLDMAN SACHS & CO. 200 West Street New York NY 10282 investment advice in the fields of municipal bonds and securities; investment consultation in the fields of municipal bonds and securities; investment management in the fields of municipal bonds and securities; investment of funds for others in the fields of municipal bonds and securities;MUNIS;
NOMAD CAPITAL Nomad Capital 616 Market Street Wilmington NC 28401 Investment advice in the fields of purchasing, updating, and investing in self-storage facilities; Investment consultation in the fields of purchasing, updating, and investing in self-storage facilities; Investment management in the fields of purchasing, updating, and investing in self-storage facilities; Investment of funds for others in the fields of purchasing, updating, and investing in self-storage facilities; Real estate consultancy; Rental of real estate in the nature of short-term houses and vacation properties;
OXFORD OUTCOME BASED INVESTING OXFORD FINANCIAL GROUP, LTD. 11711 N Meridian St., Suite 600 Carmel IN 46032 Investment advice in the fields of investment management;
OZ FUND FINDER OZ FUNDHUB Attn: Managing Member 11991 Murietta Ln Los Altos Hills CA 94022 Investment advice in the fields of tax advantaged US Opportunity Zone funds; Investment advisory services; Investment consultation in the fields of US Opportunity Zones; Financial investment in the field of US Opportunity Zone funds; Financial information provided by electronic means in the field of US Opportunity Zone funds;Business intermediary services relating to the matching of potential private investors with entrepreneurs needing funding; Business services, namely, matching potential private investors with entrepreneurs needing funding; Promoting economic development in the US Opportunity Zone program for distressed communities; Providing economic consultation in the field of tax advantaged investments in the US Opportunity Zone program;
PATH Stacked Finance 141 W. Jackson Blvd., Ste. 1710A Chicago IL 60604 Investment advice in the fields of cryptocurrency; Investment consultation in the fields of cryptocurrency; Investment management in the fields of cryptocurrency; Investment of funds for others in the fields of cryptocurrency;
PATH CRYPTO Stacked Finance 141 W. Jackson Blvd., Ste. 1710A Chicago IL 60604 Investment advice in the fields of cryptocurrency; Investment consultation in the fields of cryptocurrency; Investment management in the fields of cryptocurrency; Investment of funds for others in the fields of cryptocurrency;
PEAC PAUL R. RIED FINANCIAL GROUP 10801 Main Street, Suite 201 Bellevue WA 98004 investment advice in the fields of bonds, securities, pre-retirement planning, post-retirement planning, private and public equity, planning for continuing care expenses, planning for estate transitioning, investment income tax strategies and portfolio design; investment consultation in the fields of bonds, securities, retirement, private and public equity, planning for estate transitioning and portfolio design; investment management in the fields of asset allocation planning, portfolio design, performance analysis, fund monitoring and oversight, bonds, securities, retirement, private and public equity;
PRINCE OF CRYPTO Diary Of A Made Man 8 The Green, Ste. A Dover DE 19901 Investment advice in the fields of cryptocurrency; Investment consultation in the fields of cryptocurrency; Investment management in the fields of cryptocurrency;Providing information in the field of self-improvement;
PRINCIPLY PRINCIPLY, INC. 474 Bryant St. San Francisco CA 94107 Investment advice in the fields of college savings and student financial aid; Investment advisory services;Providing a website featuring on-line non-downloadable software that enables users to open and manage a college savings plan and contribute to individual college savings plans; Providing a social networking website which features technology that enables users to give charitable financial gifts to others;
RETIRE NOW ASK ME HOW Five Star Marketing and Consulting 266 Orange Grove Road Palm Beach FL 33480 Investment advice in the fields of publications pertaining to retirement planning, retirement services and financial planning; Investment consultation in the fields of retirement planning, retirement services and financial planning; Investment management in the fields of retirement planning, retirement services and financial planning;
STACKED. Stacked Finance 141 W. Jackson Blvd., Ste. 1710A Chicago IL 60604 Investment advice in the fields of cryptocurrency; Investment consultation in the fields of cryptocurrency; Investment management in the fields of cryptocurrency; Investment of funds for others in the fields of cryptocurrency;
THE WEALTH MANAGEMENT FIRM FOR FARMERS AND RANCHERS JJ Walker Investments 255 Elk Dr, Suite D Burleson TX 76028 Investment advice in the fields of investment, commodity, retirement planning, business planning, estate planning, and business transition planning; Investment management in the fields of retirement planning, business planning, estate planning, and business transition planning;
TIGMA GROUP Balasubramanian, Murali 4 Barsky Court Princeton NJ 08540 Investment advice in the fields of municipal bonds, securities, retirement, private and public equity, financial planning, charitable donations, wealth planning and alternative investments;GROUP;
 

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.