PROVIDING INVESTMENT ADVICE

Brand Owner (click to sort) Address Description
ACCESS Valmark Advisors, Inc. Suite 300 130 Springside Drive Akron OH 44333 Providing investment advice; providing a custodial platform for stocks and bonds; ordering investment advice in a fee-based, advisory capacity;
ALPHA THROUGH ANALYSIS MBS Mantra 272 Blackberry Drive Stamford CT 06903 Providing investment advice; providing financial investment analysis, namely, conducting deep and detailed analysis of many aspects of markets and economics, using its findings and proprietary methodologies to find alpha and mispricings in markets; financial investment services, namely, investing for family offices, trusts, foundations, endowments and other institutions;
AXXIAL GLOBAL ADVISORS Investment Navigator Suite 1100 1901 Avenue of the Stars Los Angeles CA 90067 Providing investment advice, investment consultation and investment management for endowments, corporate retirement plans, individuals and trusts;AXIAL GLOBAL ADVISORS;Global Advisors;
BRANCH CABELL EQUITY ADVANTAGE Branch Cabell & Company, Inc. 919 East Main Street, 17th Floor Richmond VA 23218 providing investment advice;
BRING THE GOLDEN RULE TO LIFE ValMark Financial Group 130 Springside Drive Akron OH 44333 Providing investment advice; financial advisory and consulting services, namely, consulting services in the field of exchange traded funds and mutual funds; financial investment in the field of securities; brokerage of shares of stocks and securities; automated securities brokerage; financial analysis and consultation services;
CAN SLIM Data Analysis Inc. 12655 Beatrice Street Los Angeles CA 90066 Providing investment advice;
CLARITY INVESTING Clarity Investing Corp. 66-19 Saunders Street Rego Park NY 11374 Providing investment advice;INVESTING;
CLEAR DIRECTION IN THE MARKETS Clarity Investing Corp. 66-19 Saunders Street Rego Park NY 11374 Providing investment advice;
GENERATING ALPHA 6243754 Canada Inc. Suite 3830, 161 Bay Street Toronto, ONTARIO M5J 2S1 Canada Providing investment advice; structuring and management of investment portfolios; management, administration and operation of hedge funds and the sale and redemption of units in hedge funds;
HENNESSEE HEDGE FUND Hennessee Group 500 Fifth Avenue, Ste. 3130 New York NY 10110 PROVIDING INVESTMENT ADVICE, CONSULTATION AND ANALYSIS IN THE FIELD OF HEDGE FUNDS;HEDGE FUND;
JOHNSON INVESTMENT COUNSEL, INC. Johnson Investment Counsel, Inc. 3777 West Fork Road Cincinnati OH 45247 PROVIDING INVESTMENT ADVICE;
KEYSTONE HERITAGE ADVISORS, LLC Keystone Heritage Advisors 2768 Zink Road Manheim PA 17545 Providing investment advice, insurance, and charitable planning strategies for individuals and non-profits organizations;
PACSTAR PacStar Development 11445 E. Via Linda Suite 2407 Scottsdale AZ 85259 Providing investment advice in the nature of providing alternative asset advice to others in the field of investment banking services; corporate financial analysis and consultation;PACK STAR;
RESEARCH AND DEVELOPMENT CAPITAL MANAGEMENT McCarty, Dale 6401 Bermuda Dunes Dr Plano TX 75093 Providing investment advice, managing managed money portfolios, and retirement planning for others;
SMART INFORMATION INNOVEST/THIRD ROCK LIMITED Bank Lane Nassau Bahamas providing investment advice, research and reporting services via global computer networks;INFORMATION;
STORM Greenport Capital 385 Gull Pond Lane Greenport NY 11944 Providing investment advice, management, consultation and analysis in the field of hedge funds;
STRATEGIC PARTNERS GROUP Silver Group, Inc., The #2 Kansas St., #450 San Francisco CA 94103 providing investment advice, financial planning and strategic planning related to personal finance for a select group of clients;STRATEGIC and GROUP;
SWAN INVESTING DiVita, Merle 849 Miller Court Ventura CA 93003 providing investment advice;INVESTING;
TOPS HEDGED EQUITY ValMark Financial Group 130 Springside Drive Akron OH 44333 Providing investment advice; financial advisory and consulting services, namely, consulting services in the field of exchange traded funds and mutual funds; financial investment in the field of securities; brokerage of shares of stocks and securities; automated securities brokerage; financial analysis and consultation and insurance consultation; insurance services, namely, the brokerage, underwriting, and administration of life insurance and annuities;HEDGED EQUITY;
VALMARK Valmark Securities, Inc. Suite 300 130 Springside Drive Akron OH 44333 Providing investment advice; financial advisory and consulting services, namely, consulting services in the field of exchange traded funds and mutual funds; financial investment in the field of securities; brokerage of shares of stocks and other securities; automated securities brokerage; financial analysis and consultation and insurance consultation; insurance services, namely, brokerage, underwriting, and administration of life insurance and annuities;
VALMARK ACCESS Valmark Advisors, Inc. Suite 300 130 Springside Drive Akron OH 44333 Providing investment advice; investment advisory services; the brokerage of shares or stocks and other securities;
VALMARK FINANCIAL Valmark Securities, Inc. Suite 300 130 Springside Drive Akron OH 44333 Providing investment advice; financial advisory and consulting services, namely, consulting services in the field of exchange traded funds and mutual funds; financial investment in the field of securities; brokerage of shares of stocks and other securities; automated securities brokerage; financial analysis and consultation and insurance consultation; insurance services, namely, brokerage, underwriting, and administration of life insurance and annuities;FINANCIAL;
VALMARK FINANCIAL GROUP ValMark Financial Group 130 Springside Drive Akron OH 44333 Providing investment advice; financial advisory and consulting services, namely, consulting services in the field of exchange traded funds and mutual funds; financial investment in the field of securities; brokerage of shares of stocks and securities; automated securities brokerage; financial analysis and consultation and insurance consultation; insurance services, namely, the brokerage, underwriting, and administration of life insurance and annuities;FINANCIAL GROUP;
VWS HEDGED EQUITY ValMark Financial Group 130 Springside Drive Akron OH 44333 Providing investment advice; financial advisory and consulting services, namely, consulting services in the field of exchange traded funds and mutual funds; financial investment in the field of securities; brokerage of shares of stocks and securities; automated securities brokerage; financial analysis and consultation and insurance consultation; insurance brokerage services, namely, the brokerage, underwriting, and administration of life insurance and annuities; business management and consultation in the field of servicing and managing of insurance policies;HEDGED EQUITY;
WWW.INVESTMENT.BIZ Kraus, Ron 1398 River Road Teaneck NJ 076662114 Providing investment advice, financial advice, financial information via global computer networks;WWW INVESTMENT BIZ;INVESTMENT;
 

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.