INVESTMENT MANAGEMENT CONSULTING SERVICES

Brand Owner (click to sort) Address Description
ADVISOR DYNAMICS ENVESTNET ASSET MANAGEMENT, INC. 1000 CHESTERBROOK BOULEVARD SUITE 250 BERWYN PA 19312 Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment management for investors;ADVISOR;
ADVISOR WORKSTATION Clearbrook Financial 47 Hulfish Street Suite 210 Princeton NJ 08542 Investment management and consulting services for financial advisors and their clients; brokerage services, namely clearing, securities custody, brokerage of shares and other securities, and trade reconciliation; financial research, namely research on the historical performance and investment processes of various asset managers; investment advice and support for individuals and institutions, namely financial planning, asset allocation advice, investment strategy, managed account investment services, manager research, and portfolio rebalancing;ADVISOR WORK STATION;ADVISOR;
AVAS SCHMIDT, GUNNER NYBORGVEJ 36, HIMMELEV ROSKILDE Denmark INVESTMENT MANAGEMENT AND CONSULTING SERVICES, ESPECIALLY REGARDING BUYING AND SELLING OF STOCKS, BONDS, COMMODITIES, AND FOREIGN EXCHANGE;
CAPITAL CONSULTANTS Capital Consultants, Inc. 106 W. Allegan Street, Suite 500 Lansing MI 48933 investment management and consulting services;CONSULTANTS;
CC Capital Consultants, Inc. 106 W. Allegan Street, Suite 500 Lansing MI 48933 investment management and consulting services;
CLEARBROOK WEALTH MANAGEMENT Clearbrook Financial 47 Hulfish Street Suite 210 Princeton NJ 08542 Investment management and consulting services; research and analysis in field of investment management; providing a suite of asset management services to banks and other financial institutions or intermediaries, namely financial asset management and securities investments through a brokerage account; investment brokerage; investment advice and support for individuals and institutions, namely financial planning, financial advice as to asset allocation, financial investment strategy, managed account financial investment services, financial research, and portfolio re-balancing in the nature of securities investments for others;
ENVESTNET ENVESTNET, INC. Suite 2400 35 East Wacker Drive Chicago IL 60601 investment management and consulting services delivered electronically via the internet; namely, financial advice and investment management for investors, and investment management support to independent advisers;INVESTMENT NETWORK;
ENVESTNET | PMC ENVESTNET, INC. Suite 2400 35 East Wacker Drive Chicago IL 60601 Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment management support to independent advisors;INVESTMENT NET | PORTFOLIO MANAGEMENT CONSULTANTS;Color is not claimed as a feature of the mark.;
ENVESTNETPMC The Envestnet Group, Inc. 35 East Wacker Drive, Suite 1600 Chicago IL 60601 INVESTMENT MANAGEMENT AND CONSULTING SERVICES DELIVERED ELECTRONICALLY VIA THE INTERNET; NAMELY FINANCIAL ADVICE AND INVESTMENT MANAGEMENT FOR INVESTORS, AND INVESTMENT MANAGEMENT SUPPORT TO INDEPENDENT ADVISORS.;
FINANCIAL WELLNESS SCORE ENVESTNET, INC. Suite 2400 35 East Wacker Drive Chicago IL 60601 Investment management and consulting services derived from proprietary methodology provided via the internet, namely, financial advice and investment management for investors, and investment management support to independent advisers;Software as a service (SAAS) services featuring software for financial portfolio management;
GLOBAL STRATEGIC MANAGEMENT Global Strategic Management, Inc. 900 Bestgate Rd. Suite 405 Annapolis MD 21401 investment management and consulting services in global stocks and bonds;STRATEGIC MANAGEMENT;
INDEX CONSULTANTS Index Consultants 228 St. Charles Avenue #1030 New Orleans LA 70130 Investment management and consulting services, primarily utilizing index-based investment instruments;
LAMP LIFETIME ASSET MANAGEMENT PROGRAM Pritchard, Hubble and Herr, Inc. 8100 Lomo Alto, Suite 222 Dallas TX 75225 investment management and consulting services;LIFETIME ASSET MANAGEMENT PROGRAM;
M. GROUP M. Group Suite 300 300 Irvine Ave. Newport Beach CA 92660 investment management and consulting services;GROUP;
MAYS CAPITAL Mays Capital, LP 2100 McKinney Avenue, Suite 1600 Dallas TX 75201 Investment management and consulting services;CAPITAL;
RIGEL RIGEL CAPITAL 3930 Two Union Square 601 Union Street SEATTLE WA 98101 Investment management and consulting services;
RIGEL Rigel Capital Management, Inc. 3930 Two Union Square 601 Union Street Seattle WA 98101 Investment management and consulting services;
SMA CLEARINGHOUSE Clearbrook Financial 47 Hulfish Street Suite 210 Princeton NJ 08542 Investment management and consulting services; research and analysis in field of investment management; providing a suite of asset management services to banks and other financial institutions or intermediaries, namely financial asset management and securities investments through a brokerage account; investment brokerage; investment advice and support for individuals and institutions, namely financial planning, financial advice as to asset allocation, financial investment strategy, managed account financial investment services, financial research, and portfolio re-balancing in the nature of securities investments for others;
THE INTELLIGENT FINANCIAL LIFE ENVESTNET, INC. Suite 2400 35 East Wacker Drive Chicago IL 60601 Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment management support to independent advisors; financial planning, namely, the creation, development, and customization of financial planning, financial transaction, financial goal management and other tools related to a comprehensive financial picture of a financial professional's client that is controllable by the financial advisory firm; Financial planning in the nature of interconnected presentation and analysis of financial plans and the provision of financial advice and related financial advisory services, all the foregoing to further financial goals, desires, and interests;Promoting the goods and services of others via a global computer network by connecting clients to relevant and recommended financial services;technical support services, namely, installation, administration, and troubleshooting of web and database applications, and aggregation services that allow financial advisory firms and their clients to view multiple financial tools, financial accounts at once as well as that further that provision of professional financial advice and financial news and financial offering to clients; Software as a service (SAAS) services featuring software for allowing a financial advisory firm and their clients to visualize, organize and securely share financial goals, plans, and other information to their selected recipients; design of computer software featuring catalogues offering banking, financial transaction services, automated financial tools, on-demand banking, and other financial, investment, planning, saving and other services related to the financial ecosystem for an individual;
THE LIFE PLANNING SPECIALIST Koler, Alex I. 6400 Pearl Rd Parma Heights OH 44130 INVESTMENT MANAGEMENT CONSULTING SERVICES; BROKERAGE SERVICES IN THE FIELD OF SECURITIES; MUTUAL FUNDS AND VARIABLE ANNUITY SERVICES; ESTATE PLANNING SERVICES; FINANCIAL PLANNING SERVICES; RETIREMENT SERVICES; INCOME TAX PREPARATION SERVICES; LIFE INSURANCE SALES; FINANCIAL LIFE CHANGE COUNSELING SERVICES.;
 

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

    
Technical Examples
  1. Application services gateways that execute electronic application programs/services allows the application programs/services to be managed and administered out of a network rather than locally. The application services gateways are elements in a services delivery system that execute application programs/services that control or otherwise interact with systems and devices of a home or business such as a heating and cooling system or a security system. The application services gateways have a LAN connection to a communication gateway that in turn communicates over a WAN to a remote services gateway. The remote services gateway channels data from a remote service platform to provide application programs/services and management services over the WAN to the communications gateway where it is then channeled to the application services gateways. The installation and management of the application programs/services residing and/or being executed at the local site on the application services gateways relieves the consumer of such responsibilities.