INVESTMENT ADVICE

Brand Owner (click to sort) Address Description
"1031 EXCHANGE ALTERNATIVES" Midwest Brokers, Inc. 226 S. Water Street
Marine City MI 48039
Investment Advice, Investment Brokerage, Real Estate ...
"AMERICAN CAPITAL GROUP" Pacheco, John W. PO Box 25475
Scottsdale AZ 85255
Advice relating to investments; Brokerage services ...
"CHARTING A COURSE FOR YOUR SUCCESS" NorthStar Wealth Partners LLC 29 South Main Street Suite B-08
West Hartford CT 06107
Financial services, assisting others with the ...
$ ELSTE/STOCKHAUSEN & ASSOCIATES, INC. 2323 North Mayfair Road
Wauwatosa WI 532261514
INVESTMENT ADVICE FOR FINANCIAL INSTITUTIONS, INVESTMENT ...
'PERSONAL ECONOMY' Global View Capital Holdings N14 W23833 Stone Ridge Dr., Suite 350
Waukesha WI 53188
Financial advice and consultancy services ; ...
...STEADY WINS Tortoise Capital Advisors, L.L.C. 10801 Mastin Boulevard
Overland Park KS 66210
Investment advice in the field of ...
...STEADY WINS Tortoise Capital Advisors, L.L.C. 11550 Ash Street, Suite 300
Leawood KS 66211
Investment advice in the field of ...
2020 VISION: THE MOST CRITICAL DECADE THE BANK OF NEW YORK MELLON CORPORATION One Wall Street
New York NY 10286
WEALTH MANAGEMENT SERVICES, PROVIDING FINANCIAL ASSET ...
350 FINANCE 350 Finance, LLC c/o Wolfensohn & Company
1350 Avenue of the Americas, Suite 2900
New York NY 10019
Financial services, investment advice, investment management, ...
3D SECURITY THIRD SECURITY, LLC 1881 Grove Avenue
Radford VA 24141
INVESTMENT BANKING FOR BUSINESSES; INVESTMENT BROKERAGE ...
401K EXTRA GORDON, D'ANGELO 2809 South Lynnhaven Road
Virginia Beach VA 23452
INVESTMENT ADVICE
401K MD Kyle Atkins Financial Group, Inc. 205 S. Pine Street
Spartanburg SC 29302
Financial planning; Financial planning consultation; Financial ...
401K OPTIMIZER Magellan Wealth Management, LLC 4170 Ashford Dunwoody Rd, Ste 480
Atlanta GA 30319
Investment advice
404 (C) FRIENDLY CIGNA Corporation One Liberty Place, 52nd Floor
1650 Market Street P. O. Box 7716
Philadelphia PA 191921520
investment services, providing funds investment, investment ...
57 STARS Aviva Capital International LLC 616 H Street, N.W., Suite 450
Washington DC 20001
Investment advice, consultation and management; investment ...
5MWAY 5MWAY CAPITAL CORPORATION 139 Center Street, Suite 620
New York NY 10013
Assessment and management of real estate; ...
88 CAPITAL 88 Capital LLC 145 West 58th Street, Fifth Floor
New York NY 10019
Advice relating to investments; Advisory services ...
A Allegheny Capital Management, Inc. Suite 104
618 Beaver Street
Sewickley PA 15143
Investment advice and management; investment of ...
A Allegheny Capital Management, Inc. Suite 104
618 Beaver Street
Sewickley PA 15143
Financial services, investment advice, investment management, ...
A AREVA 33 RUE LA FAYETTE
FR
75009 PARIS
France
Investment advice and management; funds investment; ...
A Alger Associates, Inc. 111 Fifth Avenue
New York NY 10003
printed materials, newsletters and reports featuring ...
A Seacoast National Bank 815 Colorado Avenue
Stuart FL 34994
Banking; Banking and financing services; Banking ...
A Acuity Wealth Management, LLC 10 East Broad Street
Hopewell NJ 08525
Financial services, investment advice, investment management, ...
A DIME'S WORTH OF DIFFERENCE Aspiration Asset Managers, LLC 40 East Main St., Suite 822
Newark DE 19711
Financial services, a total portfolio offering ...
A FAMILY OFFICE RESOURCE Athena Legacy Solutions, LLC c/o Lawrence & Associates, 2374 Post Rd
Warwick RI 02886
Financial services, investment advice, investment management, ...
A GPS FOR YOUR RETIREMENT Mahoney, Kenneth 747 Chestnut Ridge Road Suite 200
747 Chestnut Ridge Road
Chestnut Ridge NY 10977
Financial services, investment advice, investment management, ...
A MANAGER FOR ALL SEASONS Tactical Allocation Group, LLC 139 S. Old Woodward Ave
Birmingham MI 48009
Financial services, investment advice, investment management, ...
A PRIMARY SOURCE OR SECOND OPINION FOR YOUR INVESTMENT STRATEGY Howerdd Investment Properties, LLC P.O. Box 40060
Augusta GA 30909
Investment advice
A&M CAP RE Alvarez & Marsal Holdings, LLC 600 Lexington Avenue
New York NY 10022
advice relating to investments, advisory services ...
A&M CAPITAL Alvarez & Marsal Holdings, LLC 600 Lexington Avenue
New York NY 10022
advice relating to investments, advisory services ...
A&M CAPITAL PARTNERS Alvarez & Marsal Holdings, LLC 600 Lexington Avenue
New York NY 10022
advice relating to investments, advisory services ...
A&M CAPITAL REAL ESTATE Alvarez & Marsal Holdings, LLC 600 Lexington Avenue
New York NY 10022
advice relating to investments, advisory services ...
A16Z AH Capital Management, L.L.C. 2865 Sand Hill Road, Suite 101
Menlo Park CA 94025
Venture capital services for providing seed ...
AAG ANDREWS ADVISORY GROUP Andrews Advisory Group, LLC 190 S. LaSalle St., Ste. 500
Chicago IL 60603
Financial services, investment advice, investment management, ...
AATRIA SCOTT SHERWOOD BOX 788
686 PALM AVENUE
GOODLAND FL 34140
Electronic financial trading services; Financial advice ...
ABLE FINANCIAL GROUP Able Financial Group, L.L.C. 8737 E. Via de Commercio, Suite 100
Scottsdale AZ 85258
Financial and investment services, management ...
ABOUT LIFE, ABOUT YOU Performance Management Group Incorporated 8750 Global Way
West Chester OH 45069
ATM banking services; Banking services; Checking ...
AC Acacia Capital, Inc. 48 Wall Street, 11th Floor
New York NY 10005
Equity capital investment; Facilitating and arranging ...
AC ACERO CAPITAL ACERO CAPITAL MANAGEMENT, LLC 2440 SAND HILL ROAD, SUITE 101
MENLO PARK CA 94025
Venture capital advisory, financing, funding ...
ACCELERATE Seacoast National Bank 815 Colorado Avenue
Stuart FL 34994
Banking; Banking and financing services; Banking ...
ACCELERATE MOVING YOU FORWARD FASTER Seacoast National Bank 815 Colorado Avenue
Stuart FL 34994
Banking; Banking and financing services; Banking ...
ACCLIVITY INVESTMENTS BROGAARD, JONATHAN A 1224 ISABELLA STREET
EVANSTON IL 60201
Financial services, investment advice, investment management, ...
ACERO CAPITAL ACERO CAPITAL MANAGEMENT, LLC 2440 SAND HILL ROAD, SUITE 101
MENLO PARK CA 94025
Venture capital advisory, financing, funding ...
ACLARIA CAPITAL Aclaria Partners Incorporated 1517 North Point, Suite 313
San Francisco CA 94123
Financial services, investment advice, investment management, ...
ACTIVE RISK-BASED INVESTING (ARBI) ForzaTek Corporation 13094 Rose Petal Circle
Oakhill VA 20171
Electronic financial trading services; Financial investment ...
ACUITY WEALTH MANAGEMENT Acuity Wealth Management, LLC 10 East Broad Street
Hopewell NJ 08525
Financial services, investment advice, investment management, ...
ADAPTIVE ALLOCATION William T. Hepburn Hepburn Capital Management, LLC
2069 Willow Creek Road
Prescott AZ 86301
Financial services, investment advice, investment management, ...
ADCAPITAL AdCapital AG Kurfirstendamm 36
D-10719, Berlin
DE
Services of a holding company, investment ...
ADDISON 1 AVENUE INVESTMENT SERVICES First Technology Credit Union 121 SW Morrison #600
Portland OR 97204
Financial and investment services, management ...
ADIUM Kesler, Pass & Associates, Inc. 10407 Centurion Parkway North, Suite 101
Jacksonville FL 32256
Providing venture capital to others for ...
ADIUM Adium, LLC Suite 104
9700 Philips Highway
Jacksonville FL 32256
Providing venture capital to others for ...
ADIUM INCORPORATED Kesler, Pass & Associates, Inc. 10407 Centurion Parkway North, Suite 101
Jacksonville FL 32256
PROVIDING VENTURE CAPITAL TO OTHERS FOR ...
ADVICE WITH INTEGRITY CHARLES SCHWAB & CO., INC. 211 Main Street
SF211MAIN-06-133
San Francisco CA 94105
Investment advice [ and investment management ...
ADVICEWARE Farrow, Darrin B 26071 stone court
westlake OH 44145
Investment advice; Providing information and advice ...
ADVICEWARE Morgan Enterprises of Westlake, Inc. Suite 203
20006 Detroit Road
Rocky River OH 44116
Investment advice; Providing information and advice ...
ADVISEME! Pension Advisors 3737 Park East Drive, #204
Beachwood OH 44124
Investment advice
ADVISOR HEAVEN American National Investment Advisors, LLC Suite 500
2001 Butterfield Road
Downers Grove IL 60515
Financial services, investment advice, investment management, ...
ADVISORY ADVANTAGE Fifth Third Bancorp 38 Fountain Square Plaza
Cincinnati OH 45263
Financial planning and investment advisory services; ...
AGARP OBERWEIS ASSET MANAGEMENT, INC. SUITE 500
3333 WARRENVILLE ROAD
LISLE IL 60532
Investment advice and investment advisory services, ...
AGATE CAPITAL MANAGEMENT Agate Capital Management LLC Suite 230
13636 Ventura Boulevard
Sherman Oaks CA 91423
Investment advice
AGATE SHARES Agate Capital Management LLC Suite 230
13636 Ventura Boulevard
Sherman Oaks CA 91423
Investment advice
AID AID INSURANCE COMPANY (MUTUAL) 701 FIFTH AVENUE
DES MOINES IA 50304
INVESTMENT ADVICE AND SECURITIES BROKERAGE SERVICES
AKSHAR CAPITAL Akshar Capital, LLC 320 E 46th St. Apt 19A
New York NY 10017
Financial services, investment advice, investment management, ...
AKSHAR CAPITAL Akshar Capital 320 E 46th St. #19A
New York NY 10017
Financial services, investment advice, investment management, ...
ALBERLEEN The Alberleen Group, LLC 350 Fifth Avenue, Suite 5310
New York NY 10118
Advice relating to investments; Brokerage services ...
ALFSTAD CAPITAL ALFSTAD CAPITAL, LLC Suite 2200
1420 Fifth Avenue, Suite 2200
Seattle WA 98101
Financial services, investment advice, investment management, ...
ALFSTAD CAPITAL ALFSTAD CAPITAL, LLC Suite 2200
1420 Fifth Avenue, Suite 2200
Seattle WA 98101
Financial services, investment advice, investment management, ...
ALGER Alger Associates, Inc. 111 Fifth Avenue
New York NY 10003
printed materials, newsletters and reports featuring ...
ALL ABOUT U CB&S Bank 200 South Jackson Avenue
Russellville AL 35653
Banking services and related financial services, ...
ALL-WEATHER ONE Financial Corporation Suite 1600
200 King Street
Toronto, Ontario M5H3T4
Canada
Investment management, investment advice and management ...
ALLBLUE BlueCrest Capital Management LLP 40 Grosvenor Place
GB
London SW1X7AW
United Kingdom
Financial and investment services, management ...
ALLEN CAPITAL MARKETS Allen Capital Markets, LLC 11 Greenwich Cove Drive
Old Greenwich CT 06870
INVESTMENT ADVICE, INVESTMENT BANKING AND INVESTMENT ...
ALLIANCE WARBURG CAPITAL MANAGEMENT Alliance Warburg Capital Management 1120 Avenue of the Americas, 4th Floor
New York NY 10036
Banking and financing services; Business equity ...
ALLIED WEALTH PARTNERS TRUST. LEGACY. CONFIDENCE. Langdon Ford Financial Inc. Morris Corp Ctr #3, Bldg. C, 1st Floor
400 Interpace Pkwy
Parsippany NJ 07054
Financial services, financial management, financial planning, ...
ALM FIRST ALM First Financial Advisors, LLC 6688 N. Central Expy., Suite #200
Dallas TX 75206
Investment advice, investment management, financial consulting ...
ALM FIRST ASSET/LIABILITY MANAGEMENT ALM First Financial Advisors, LLC 6688 N Central Expressway, Suite 200
Dallas TX 75206
Investment advice, investment management, financial consulting ...
ALM FIRST EXPERT ADVICE. PREMIER SERVICE. ALM First Financial Advisors, LLC 6688 N. Central Expy., Suite #200
Dallas TX 75206
investment advice, investment management, financial consulting ...
ALMAZCAPITAL Almaz Capital PO Box 16430
San Francisco CA 94116
Financial services, investment services, investment advice, ...
ALMFIRST ALM First Financial Advisors, LLC 6688 N. Central Expy., Suite #200
Dallas TX 75206
investment advice, investment management, financial consulting ...
ALPENGLOW CAPITAL Siddiqui, Sharif 303 Park Avenue South, Apt. 506
New York City NY 10010
Financial services, investment advice, investment management, ...
ALPHA ENGINEERING Becker, Kevin 32A
2 Columbus Ave
New York NY 10023
Financial services, investment advice, investment management ...
ALPHA TECHNOLOGIES GROUP, INC. ALPHA TECHNOLOGIES GROUP, INC. 115 CAMPBELL STREET
SUITE 100B
GENEVA IL 60134
investment advice
ALPHAMINING Siri Capital LLC 12 Godfrey Place
Wilton CT 06897
financial services, investment advice and management, ...
ALPINE WEST Beall, John B. 2898 Jackson St. #500
San Francisco CA 94115
Financial services, investment advice, investment management, ...
ALTS GATEWAY Innovation Equity Partners, LLC Suite 215
14497 North Dale Mabry Highway
Tampa FL 33618
Financial services, investment advice, investment management, ...
ALVAREZ & MARSAL CAPITAL Alvarez & Marsal Holdings, LLC 600 Lexington Avenue
New York NY 10022
advice relating to investments, advisory services ...
ALVAREZ & MARSAL CAPITAL PARTNERS Alvarez & Marsal Holdings, LLC 600 Madison Avenue, 8th Floor
New York NY 10022
advice relating to investments, advisory services ...
AMERIC Vito, Robert 1434 Sugartown Road
Berwyn PA 19312
investment advice, investment banking services, investment ...
AMERICA'S ELITE RIA NETWORK GROUP THE RETIREMENT CORPORATION OF AMERICA 11500 NORTHLAKE DRIVE
SUIT 100
CINCINNATI OH 45249
Financial portfolio management, financial planning, investment ...
AMERICAS WATCHDOG Martin, Michael 4739 University Way NE
Seattle WA 98105
Venture capital fund management; Trading in ...
AMPLIFY Amplify Federal Credit Union P.O. Box 85300
Austin TX 78708
Financial services, providing an investment option ...
AN ISLAND OF SAFETY IN A SEA OF RISK NO-BURN INVESTMENTS, L.L.C. 1392 High St., Ste. 211
Wadsworth OH 44281
Financial services, investment advice, investment information, ...
ANCHOR Anchor Bancorp, Inc. 1055 Wayzata Boulevard East Suite 219
Wayzata MN 553911812
Banking and related financial services, personal ...
ANCHOR BANK Anchor Bancorp, Inc. 1055 Wayzata Boulevard East Suite 219
Wayzata MN 553911812
Banking and related financial services, personal ...
ANDREESSEN HOROWITZ AH Capital Management, L.L.C. 2865 Sand Hill Road, Suite 101
Menlo Park CA 94025
Venture capital services for providing seed ...
ANNUITY RESCUE Brokers Choice of America, Inc. 10350 East Easter Avenue
Centennial CO 80112
SALES PRESENTATION(S) ON INDIVIDUAL ANNUITY RETIREMENT ...
ANTHEM BANK & TRUST First Financial Bank and Trust Co. 23910 Railroad Avenue
Plaquemine LA 70764
Automated teller machine services; Banking ...
APELLA CAPITAL APELLA CAPITAL, LLC 628 HEBRON AVENUE
BUILDING TWO, 5TH FLOOR
GLASTONBURY CT 06033
Financial services, investment advice, investment management, ...
APERCEN Apercen Partners LLC P.O. Box 1200
Palo Alto CA 94302
Financial advice and consultancy services; financial ...
APEX CAPITAL, LLC APEX CAPITAL, LLC 25 Orinda Way, Suite 300
Orinda CA 94563
Investment advice and investment fund 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.