PERSONAL INVESTMENT FINANCIAL PLANNING

Brand Owner Address Description
HALLMARK PLANNING SERVICES Hallmark Capital Corporation 230 Park Avenue, Ste. 2430 New York NY 10169 personal investment and financial planning services involving mutual funds, stocks, bonds, annuities and other non-FDIC insured financial instruments;
 

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.