INVESTMENT MANAGEMENT FINANCIAL PLANNING

Brand Owner (click to sort) Address Description
AFTER TAX RETURNS SHOULDN'T BE AN AFTERTHOUGHT FMR 245 Summer Street Boston MA 02210 Investment management and financial planning services;AFTER TAX RETURNS SHOULD NOT BE AN AFTERTHOUGHT;
ALTFEST PERSONAL WEALTH MANAGEMENT L.J. Altfest & Co., Inc. 445 Park Avenue 6th Floor New York NY 10022 investment management and financial planning;PERSONAL WEALTH MANAGEMENT;
AMERICAN VALUES INVESTMENTS, INC. American Values Investments, Inc. 802 Buffalo Street Suite 8 Johnson City TN 376046710 A V I;Investment Management and Financial Planning;
CURATION ASSISTANCE FOR LONG LIVES, WELL-LIVED Halbert Hargrove Global Advisors 111 West Ocean Blvd., 23rd Floor Long Beach CA 90802 Investment Management and Financial Planning Services through online, digitally-based platform;
DIASTOLE WEALTH MANAGEMENT DIASTOLE WEALTH MANAGEMENT, INC. 58 Boston Street Guilford CT 06437 Investment management and financial planning services;WEALTH MANAGEMENT ;
DIASTOLE WEALTH MANAGEMENT Reserve, Inc. 1254 Boston Post Road Old Saybrook CT 06475 Investment management and financial planning services;WEALTH MANAGEMENT ;
FIDELITY FUNDSMANAGER FMR CORP. 82 Devonshire Street Boston MA 02109 Investment management and financial planning;FUNDS MANAGER;
FIDELITY FUNDSMANAGER PROGRAM FMR 245 Summer Street Boston MA 02210 Investment management and financial planning services;FUNDS MANAGER PROGRAM;
FIDELITY PORTFOLIO ADVISORY SERVICE FMR 245 Summer Street Boston MA 02210 Investment management and financial planning services;PORTFOLIO ADVISORY SERVICE;
FIDELITY PRIVATE PORTFOLIO SERVICE FMR 245 Summer Street Boston MA 02210 Investment management and financial planning services;PRIVATE PORTFOLIO SERVICE;
FIDELITY PRIVATE PORTFOLIO SERVICES FMR 245 Summer Street Boston MA 02210 Investment management and financial planning services;PRIVATE PORTFOLIO SERVICES;
FLOE FINANCIAL PARTNERS INTELLIGENT INVESTOR PROCESS Floe Financial Partners, Inc. 140 South Lake Avenue, Suite 280 Pasadena CA 91101 investment management and financial planning services;FINANCIAL PARTNERS and INVESTOR PROCESS;
FUTURE-WISE Halbert Hargrove Global Advisors 111 West Ocean Blvd., 23rd Floor Long Beach CA 90802 Investment Management and Financial Planning Services provided through an online, digitally-based computer platform;
GRIES FINANCIAL LLC Gries Financial 1801 East Ninth Street Suite 1600 Cleveland OH 441143100 INVESTMENT MANAGEMENT AND FINANCIAL PLANNING SERVICES;FINANCIAL, LLC;
JFG WEALTH MANAGEMENT JFG Wealth Management 1999 Broadwa Suite 850 Denver CO 80202 Investment management and financial planning services for individuals;WEALTH MANAGEMENT;
THE WISE INVESTOR TEAM THE WISE INVESTOR GROUP 11654 PLAZA AMERICA DRIVE, #613 RESTON VA 20190 INVESTMENT MANAGEMENT AND FINANCIAL PLANNING;INVESTOR TEAM;
WE GUIDE...YOU DECIDE Fragasso Group, Inc., The Koppers Building, Suite 300 436 Seventh Avenue Pittsburgh PA 152191818 Investment management and financial planning;
WEALTH MANAGEMENT MADE SIMPLE Volkan, Cengiz N. 22330 Meyler St. #6 Torrance CA 90502 investment management and financial planning services;WEALTH MANAGEMENT;
WEALTH MANAGEMENT MADE SIMPLE Prutch, Larry K. 22330 Meyler St. #6 Torrance CA 90502 investment management and financial planning services;WEALTH MANAGEMENT;
 

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.