INVESTMENT CONSULTING SERVICES FINANCIAL

Brand Owner (click to sort) Address Description
BRINKER CAPITAL ASSET CLASS STRATEGIES BRINKER CAPITAL 17605 WRIGHT STREET OMAHA NE 68130 Investment consulting services for financial advisors and their clients featuring investment due diligence, asset allocation, and portfolio construction; financial research, analysis and consultation, namely, monitoring status of investments and consulting others regarding same; providing financial information on investments, investment performance and financial market performance; financial asset management services; managed account investment services; mutual fund investment services; providing financial information featuring financial decision-making, financial investment research by electronic means or the Internet; providing financial information featuring information on financial planning, financial investment strategy, financial investment analysis; and providing brokerage account and investment account information by electronic means or the Internet; providing financial decision making tools and financial investment research tools, namely, financial information regarding managing investments, financial asset management allocation strategies, and financial planning; providing online financial calculators for use in financial planning; information, advisory, consultancy and research services relating to finance and investments;Analyzing and compiling data for measuring the performance of financial markets;CAPITAL ASSET CLASS STRATEGIES;
BRINKER CAPITAL DESTINATIONS BRINKER CAPITAL 17605 WRIGHT STREET OMAHA NE 68130 Investment consulting services for financial investment advisors and their clients; financial asset allocation and portfolio construction; investment manager research and due diligence; selection and monitoring of investment firms; providing information on investment and financial market performance; financial asset management services; managed account investment services; mutual fund investment services; providing financial decision making tools and financial investment research tools, namely, information regarding managing investments, asset allocation strategies, financial market performance, and financial planning [ as well as interactive financial calculators for use in financial planning and analysis by electronic means and the Internet ] ; providing financial planning and investment strategy information and analysis services and providing brokerage account and investment account information by electronic means or the Internet;CAPITAL;
BRINKER CAPITAL DIRECT RESEARCH BRINKER CAPITAL 17605 WRIGHT STREET OMAHA NE 68130 Investment consulting services for financial advisors and their clients featuring investment due diligence, asset allocation, and portfolio construction; financial research, analysis and consultation, namely, monitoring status of investments and consulting others regarding same; providing financial information on investments, investment performance and financial market performance; financial asset management services; managed account investment services; mutual fund investment services; providing financial information featuring financial decision-making and financial investment research by electronic means or the Internet; providing financial information featuring information on financial planning, financial investment strategy, financial investment analysis services; and providing brokerage account and investment account information by electronic means or the Internet; providing financial decision making tools and financial investment research tools, namely, financial information regarding managing investments, financial asset management allocation strategies and financial planning; providing online financial calculators for use in financial planning; information, advisory, consultancy and research services relating to finance and investments;Analyzing and compiling data for measuring the performance of financial markets;CAPITAL DIRECT RESEARCH;
BRINKER CAPITAL PERSONAL PORTFOLIOS BRINKER CAPITAL 17605 WRIGHT STREET OMAHA NE 68130 Investment consulting services for financial investment advisors and their clients; financial asset allocation and portfolio construction; investment manager research and due diligence; selection and monitoring of investment firms; providing information on investment and financial market performance; financial asset management services; managed account investment services; mutual fund investment services; providing financial decision making tools and financial investment research tools, namely, information regarding managing investments, asset allocation strategies, financial market performance, and financial planning as well as interactive financial calculators for use in financial planning and analysis by electronic means and the Internet; providing financial planning and investment strategy information and analysis services and providing brokerage account and investment account information by electronic means or the Internet;CAPITAL PERSONAL PORTFOLIOS;
BRINKER CAPITAL'S MY PERSONAL BENCHMARK BRINKER CAPITAL 17605 WRIGHT STREET OMAHA NE 68130 Investment consulting services for financial investment advisors and their clients; financial asset allocation and portfolio construction; investment manager research and due diligence; selection and monitoring of investment firms; providing information on investment and financial market performance; financial asset management services; managed account investment services; mutual fund investment services; providing financial decision making tools and financial investment research tools, namely, information regarding managing investments, asset allocation strategies, financial market performance, and financial planning as well as interactive financial calculators for use in financial planning and analysis by electronic means and the Internet; providing financial planning and investment strategy information and analysis services and providing brokerage account and investment account information by electronic means or the Internet;CAPITAL'S AND PERSONAL BENCHMARK;
CRYSTAL STRATEGY I BRINKER CAPITAL 17605 WRIGHT STREET OMAHA NE 68130 Investment consulting services for financial investment advisors and their clients; financial asset allocation and portfolio construction; investment manager research and due diligence; selection and monitoring of investment firms; providing information on investment and financial market performance; financial asset management services; managed account investment services; mutual fund investment services; providing financial decision making tools and financial investment research tools, namely, information regarding managing investments, asset allocation strategies, financial market performance, and financial planning as well as interactive financial calculators for use in financial planning and analysis by electronic means and the Internet; providing financial planning and investment strategy information and analysis services and providing brokerage account and investment account information by electronic means or the Internet;STRATEGY;
DESTINATIONS ETFH BRINKER CAPITAL 17605 WRIGHT STREET OMAHA NE 68130 Investment consulting services for financial investment advisors and their clients; financial asset allocation and portfolio construction; investment manager research and due diligence; selection and monitoring of investment firms; providing information on investment and financial market performance; financial asset management services; managed account investment services; mutual fund investment services; providing financial decision making tools and financial investment research tools, namely, information regarding managing investments, asset allocation strategies, financial market performance, and financial planning as well as interactive financial calculators for use in financial planning and analysis by electronic means and the Internet; providing financial planning and investment strategy information and analysis services and providing brokerage account and investment account information by electronic means or the Internet;
ESG CRYSTAL STRATEGY BRINKER CAPITAL 17605 WRIGHT STREET OMAHA NE 68130 Investment consulting services for financial investment advisors and their clients; financial asset allocation and portfolio construction; investment manager research and due diligence; selection and monitoring of investment firms; providing information on investment and financial market performance; financial asset management services; managed account investment services; mutual fund investment services; providing financial decision making tools and financial investment research tools, namely, information regarding managing investments, asset allocation strategies, financial market performance, and financial planning as well as interactive financial calculators for use in financial planning and analysis by electronic means and the Internet; providing financial planning and investment strategy information and analysis services and providing brokerage account and investment account information by electronic means or the Internet;
ETFH BRINKER CAPITAL 17605 WRIGHT STREET OMAHA NE 68130 Investment consulting services for financial investment advisors and their clients; financial asset allocation and portfolio construction; investment manager research and due diligence; selection and monitoring of investment firms; providing information on investment and financial market performance; financial asset management services; managed account investment services; mutual fund investment services; providing financial decision making tools and financial investment research tools, namely, information regarding managing investments, asset allocation strategies, financial market performance, and financial planning as well as interactive financial calculators for use in financial planning and analysis by electronic means and the Internet; providing financial planning and investment strategy information and analysis services and providing brokerage account and investment account information by electronic means or the Internet;
GUANGDONG FUND Layth L. Matthews 1225 Queen Street, Halifax Nova Scotia B3J 2H3 Canada investment consulting services and financial portfolio management in overseas investments;FUND;
 

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.