INVESTMENT FINANCIAL MANAGEMENT

Brand Owner (click to sort) Address Description
ANCHORAGE ANCHORAGE CAPITAL GROUP 610 BROADWAY, 6TH FLOOR NEW YORK NY 10012 Investment and financial management and advisory services;
ANCHORAGE ANCHORAGE CAPITAL MANAGEMENT 610 Broadway, 6th Floor New York NY 10012 Investment and financial management and advisory services;
ANCHORAGE CAPITAL ANCHORAGE CAPITAL GROUP 610 BROADWAY, 6TH FLOOR NEW YORK NY 10012 Investment and financial management and advisory services;CAPITAL;
ANCHORAGE CAPITAL GROUP ANCHORAGE CAPITAL GROUP 610 BROADWAY, 6TH FLOOR NEW YORK NY 10012 Investment and financial management and advisory services;CAPITAL GROUP;
BACK TO BASICS Lyrical Asset Management LP 250 West 55th Street, Floor 37 New York NY 10019 Investment and financial management and advisory services;
BEYOND STOCKS Salient Partners, L.P. 8th Floor 4265 San Felipe Houston TX 77027 Investment and financial management, consultation, and advisory services relating to portfolios comprising public and private equities, real estate, REIT, and fixed income investments, including the selection and oversight of third-party managers of equity, fixed income, and natural resources investments; debt management and debt management consultation; investment services, namely, asset acquisition, consultation, development and management services; estate planning, administration, and settlement; estate trust management; financial trust management services; trusteeship representative services;STOCKS;
BEYOND STOCKS AND BONDS Salient Partners, L.P. 8th Floor 4265 San Felipe Houston TX 77027 Investment and financial management, consultation, and advisory services relating to portfolios comprising public and private equities, real estate, REIT, and fixed income investments, including the selection and oversight of third-party managers of equity, fixed income, and natural resources investments; debt management and debt management consultation; investment services, namely, asset acquisition, consultation, development and management services; estate planning, administration, and settlement; estate trust management; financial trust management services; trusteeship representative services;STOCKS AND BONDS;
BUILD BEYOND CORNERSTONE ADVISORS, INC. 10885 N.E. 4th Street, Suite 1400 Bellevue WA 98004 INVESTMENT AND FINANCIAL MANAGEMENT; FINANCIAL RISK MANAGEMENT; FINANCIAL PLANNING AND WEALTH PRESERVATION; INVESTMENT ADVISORY SERVICES; CASH MANAGEMENT; AND MANAGEMENT OF INVESTMENT PORTFOLIOS;
CHOICEBUILDER Cornerstone Advisors Inc. Suite 1400 10885 NE 4th Street Bellevue WA 98004 INVESTMENT AND FINANCIAL MANAGEMENT; FINANCIAL RISK MANAGEMENT; FINANCIAL PLANNING AND WEALTH PRESERVATION; INVESTMENT ADVISORY SERVICES; CASH MANAGEMENT; AND MANAGEMENT OF INVESTMENT PORTFOLIOS;CHOICE BUILDER;
CLEAR ALTERNATIVES Salient Partners, L.P. 8th Floor 4265 San Felipe Houston TX 77027 Investment and financial management, consultation, and advisory services relating to portfolios comprising public and private equities, real estate, REIT, and fixed income investments, including the selection and oversight of third-party managers of equity, fixed income, and natural resources investments; debt management and debt management consultation; investment services, namely, asset acquisition, consultation, development and management services; estate planning, administration, and settlement; estate trust management; financial trust management services; trusteeship representative services;
DYNAMIC MIND, INC. Dynamic Mind, Inc. 18245 Paulson Drive Port Charlotte FL 33954 investment and financial management and advice; comprehensive financial planning;INC.;
ENGINEERED FOR SUCCESS Lyrical Asset Management LP 250 West 55th Street, Floor 37 New York NY 10019 Investment and financial management and advisory services;
GENNAKER Anchorage Advisor Holdings, L.P. 610 Broadway, 6th Floor New York NY 10012 Investment and financial management and advisory services; investment services, namely, investment advisory services;
GENNAKER CREDIT PARTNERS Anchorage Advisor Holdings, L.P. 610 Broadway, 6th Floor New York NY 10012 Investment and financial management and advisory services; investment services, namely, investment advisory services;
INFINITY PARTNERS, LLC Infinity Partners 4 Mendes Rd Danbury CT 06811 Investment and Financial Management;INFINITY PARTNERS LLC;
JAK Lyrical Holdings LLC c/o Jeffrey A. Keswin 29 East 10th Street, Apartment 8 New York NY 10003 INVESTMENT AND FINANCIAL MANAGEMENT AND ADVISORY SERVICES;JACK;
LYRICAL LYRICAL CORP. II 250 West 55th Street, Floor 37 New York NY 10019 INVESTMENT AND FINANCIAL MANAGEMENT AND ADVISORY SERVICES;
LYRICAL Lyrical Holdings 152 W. 57th Street 33rd Floor New York NY 10019 INVESTMENT AND FINANCIAL MANAGEMENT AND ADVISORY SERVICES;
PALMERSQUARE CAPITAL ADVISORS PalmerSquare Capital Advisors 34 Chambers Street c/o Clearbrook Financial Princeton NJ 08542 Investment and financial management;PALMER SQUARE CAPITAL ADVISORS;Capital Advisors;
PURPOSEFULLY PLANNED. EFFICIENTLY EXECUTED Salient Partners, L.P. 8th Floor 4265 San Felipe Houston TX 77027 Investment and financial management, consultation, and advisory services relating to portfolios comprising public and private equities, real estate, REIT, and fixed income investments; debt management services and debt management consultation; investment services, namely, asset acquisition, consultation, development and managemant services; estate planning and settlement services; administration, namley, investment and estate administration; estate trust management; financial trust management services; trusteeship representative services; life insurance, namely life insurance advisory and brokerage services;Personnel management, namely, placement and oversight of third-party managers of equity, fixed income, and natural resources investments;
RETIREMENT ALPHA Placemark Investments, Inc. 16633 Dallas Parkway, Suite 700 Addison TX 75001 Investment and financial management; financial analysis and consultation; investment advice;RETIREMENT;
SECURE PLANNING INC. cure Planning 42 Middle Street Portsmouth NH 03801 Investment and financial management and counseling services;INC.;
TOTAL OVERLAY MANAGEMENT SERVICES Placemark Investments, Inc. 16633 Dallas Parkway, Suite 700 Addison TX 75001 Investment and financial management; financial analysis and consultation; Investment advice.;
 

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.