REBALANCING

Brand Owner (click to sort) Address Description
88 CAPITAL 88 Capital LLC 145 West 58th Street, Fifth Floor
New York NY 10019
Advice relating to investments; Advisory services ...
ACCELERATED WEALTH Accelerated Wealth LLC 13570 Meadowgrass Drive, Suite 100
Colorado Springs CO 80921
Advice relating to investments; Annuity services, ...
ACCELERATED WEALTH Accelerated Wealth LLC 13570 Meadowgrass Drive
Suite 100
Colorado Springs CO 80921
Advice relating to investments; Annuity services, ...
ACCELERATED WEALTH Accelerated Wealth, LLC 13570 Meadowgrass Drive, Ste. 100
Colorado Springs CO 80921
Advice relating to investments; Annuity services, ...
ADDISON 1 AVENUE INVESTMENT SERVICES First Technology Credit Union 121 SW Morrison #600
Portland OR 97204
Financial and investment services, management ...
ALL COVERAGE VERONICA FLORES PO BOX 1031
ALVIN TX 77511
(Based on Use in Commerce) Insurance ...
ALL TIME CAPITAL All Time Capital 12306 Stable Square Dr
San Antonio TX 78249
Advice relating to investments; Annuity services, ...
AMERICAN WEALTH MANAGEMENT American Retirement Planners II, Inc 570 Hammill Ln.
Reno NV 89511
Annuity services, account and investment administration; ...
AMO-ADVANCED MARKET OUTLOOK Razors Edge Financial Group LLC 17 Red Coach Lane
Holmdel NJ 07733
Assuming financial risk of others by ...
ANAXI CAPITAL Sanchez, Luis V 411 Chapel Drive Apt 123
Tallahassee FL 32304
Advice relating to investments; Annuity services, ...
ANNUITY ALERT Annuityalert.com LLC 9604 Coldwater Road, Suite 103
Fort Wayne IN 46825
Annuity services, account and investment administration; ...
ASSET PLANNING, INC. FINANCIAL PLANNING & ASSET MANAGEMENT AP Asset Planning, Inc. 10833 Valley View Street, Suite 470
Los Alamitos CA 90630
Annuity services, account and investment administration; ...
ASSETMAX AssetMax, Inc. Suite 377
12188 Central Avenue
Chino CA 91710
Financial services in the nature of ...
ASTORG PARTNERS ASTORG PARTNERS 68 rue du Faubourg Saint-HonoréFR
France
banking; financial affairs in the of ...
ASTORG PARTNERS ASTORG PARTNERS 68 rue du Faubourg Saint-HonoréFR
France
banking; financial affairs in the nature ...
BANKERS TRUST Midamerica Financial Corporation 665 Locust Street
Des Moines IA 50304
House mark for banking, trust ...
BELPOINTE Lacoff, Brandon 881 Lake Avenue
Greenwich CT 06831
Administration of employee benefit plans concerning ...
BEYOND THE IRREVERSIBLE, REVERSIBLE, INC. Johnson, Heather M 655 North Central Ave. Rm 1728
Glendale CA 91203
(Based on Use in Commerce) Assuming ...
BEYOND TRADITIONAL ADVICE Centennial Wealth Advisory, LLC. 125 N Weinbach Avenue, Suite 440
Evansville IN 47711
Financial advice; Financial advice and consultancy ...
BIZ CPAS BIZCPAS, LLP 1330 NW 84 Ave
Doral FL 33126
Advisory services relating to credit ...
BLUE SPARK Blue Spark Capital Advisors, LLC 41 Madison Avenue, Suite 3100
New York NY 10010
Advisory services relating to credit ...
BNB FINANCIAL Bellamah, Neuhauser and Barrett 8730 Georgia Avenue, Suite 500
Silver Spring MD 20910
Charitable foundation services, providing financial assistance ...
BULLFINDER Belpointe Asset Management LLC 125 Greenwich Avenue
3rd Floor
Greenwich CT 06830
Advice relating to investments; Capital investment ...
BURPEE DEL SIMONE LLC Burpee Del Simone LLC 1255 Treat Blvd Ste 300
Walnut Creek CA 94597
Financial administration of retirement plans; Financial ...
BUYMA Enigmo Inc. Jukou Bldg. 4F
JP
Tokyo 1070062
Japan
Financial services, clearing financial transactions ...
CAPITAL INVESTMENT TECHNOLOGIES Analytic Investment Management LLC 7737 Huntridge Lane
Cupertino CA 95014
Financial portfolio management; Financial services, a ...
CAPTURING THE FUTURE VanderPol Investments suite 133
2618 East Paris Avenue
Grand Rapids MI 49546
Advice relating to investments; Financial ...
CATENARY Catenary Capital Group LLC 304 Inverness Way South, Suite 355
Centennial CO 80112
Incubation services, providing financing to freelancers, ...
CDVANTAGE Shay Investment Services, Inc. Suite 500
1000 Brickell Ave.
Miami FL 33131
Financial services in the nature of ...
CF ACCOUNTANTS CONSULTANTS CF & CO., L.L.P. 8750 N Central Expy Ste 300
Dallas TX 752316464
Fiduciary tax payment processing services; Online, ...
CICC China International Capital CorporationLimited No. 1 Jian Guo Men Wai Avenue
CN
Beijing 100004
China
Accident insurance underwriting, Actuarial services, Insurance ...
CORDAM Catenary Group, LLC 12 Wistar Rd.
Paoli PA 19301
Incubation services, providing financing to freelancers, ...
COVINGTON INVESTMENT ADVISORS, INC. Covington Investment Advisors, Inc. 301 East Main Street
Ligonier PA 15658
Advice relating to investments; Annuity services, ...
CPADVISORS O'Brien, Michael S. 5848 Price Road
Milford OH 45150
Capital investment consultation; Capital investment services; ...
CROSS-BORDER FINANCIAL ADVISOR Cardinal Point Wealth Management, LLC 19200 Von Karman Avenue, Suite 618
19200 Von Karman Avenue, Suite 618
Irvine CA 92612
Advice relating to investments; Financial ...
CROWDFUND IRA Artesian Holdings Incorporated 6403 S. Datura Street
Littleton CO 80120
Advice relating to investments; Advising others ...
CURIOSITY CAPITAL Krings-Ernst, Dennis Goltsteinstr 106
DE
50968 Cologne
Germany
Advice relating to investments; Advising others ...
CUSTOMERS' YACHTS Mott, Antony R 20th floor
45 Rockefeller Plaza, 630 Fifth Avenue
New York NY 10111
Advice relating to investments; Advising others ...
DIVERSIFICATION OPTIMIZATION Gravity Investments 720. West First Avenue
Denver CO 80223
Advice relating to investments; Annuity services, ...
DO WELL. DO GOOD. Aspiration Partners Suite 415
9200 Sunset Blvd.
West Hollywood DE 90069
Electronic financial service for the purchase ...
DYNAMIC EXPANSION CONTRACTION STRATEGY Brunet, Eric E. 36 Lost Village Rd
Ogdensburg NY 13669
Financial portfolio analysis services; Financial portfolio ...
EFG CAPITAL ADVISORS EFG Bank European Financial Group SA 24 Quai du Seujet, Case Postale 1211
CH
Geneva 2
Switzerland
Financial services, wealth management services ...
EFG INVESTMENT SERVICES EFG Bank European Financial Group SA 24 Quai du Seujet, Case Postale 1211
CH
Geneva 2
Switzerland
Financial services, wealth management services ...
ENDURING WEALTH ADVISORS Enduring Wealth Advisors 30162 Corte Cantera
Temecula CA 92591
Advice relating to investments; Agencies for ...
EQUITY ARMOR KKM Financial, LLC 331 S. Wacker Dr., Suite #650
Chicago IL 60606
Financial and investment services, management ...
EXOS PARTNERS Exos Partners, LLC 560 Mission Street, Suite 2800
San Francisco CA 94105
Advice relating to investments; Advisory services ...
FAMILY WEALTH MANAGEMENT Bolton Capital Management, Inc. 11555 Pine Tree Place
Strongsville OH 44136
Financial asset management; Financial services in ...
FIELDPOINT PRIVATE SECURITIES FIELDPOINT PRIVATE BANK & TRUST 100 FIELD POINT ROAD
GREENWICH CT 06830
Regulatory compliance consulting in the field ...
FINANCE 'N STILETTOS Harris and Harris Wealth Management Group, LLC 17541 Eleanor Lane
Upper Marlboro MD 20774
Financial services, coordination, within a single ...
FINANCIAL CHEF Financial Chef LLC 119 Madeira Ave
Coral Gables FL 33134
Electronic financial service for the purchase ...
FINANCIAL CHEF FINANCIAL CHEF The Affluent Investor Source, Inc 17019 Two Mile Rd.
Franksville WI 53126
Credit and financial consultation; Financial advice; ...
FINANCIAL RADAR Lovell, Barry Wade 11635 Caminito Magnifica
San Diego CA 92131
Advice relating to investments; Advising others ...
FINANCIAL SUPER MARKET FINANCIAL SUPER MARKET PRIVATE LIMITED Kohinoor Textile Market, Ring Road
IN
Surat - 395 002
India
Financial advisory and consultancy services; Financial ...
FINANCIAL TRAJECTORY ANALYSIS James W. Knox 6 Vauxhall Court
Melville NY 11747
Advisory services in the field of ...
FINANCIAL-360 Financial-360, LLC 1445 Research Blvd, Suite 301
Rockville MD 20850
Financial administration of stock exchange trading ...
FIRST LAWYERS TRUST COMPANY ALPS Corporation P.O. Box 9169
The Florence Building, Suite 109
Missoula MT 59807
TRUST SERVICES, INVESTMENT AND TRUST COMPANY ...
FISHER FINANCIAL SERVICES Fisher, Scott B. 4105 Central Avenue Pike
Knoxville TN 37912
Financial administration of retirement plans; Financial ...
FIVE BASKET STRATEGY Accelerated Wealth LLC 13570 Meadowgrass Drive, Suite 100
Colorado Springs CO 80921
Consulting and information concerning insurance; Financial ...
FLASH POOL Rexante Systems, Inc. 380 Cambridge Ave
Palo Alto CA 94306
Electronic financial trading services; Financial ...
FLEX BUSINESS CHECKING SANDY SPRING BANK 17801 Georgia Avenue
Olney MD 20832
Advice relating to investments; ATM banking ...
FLINT HILLS FINANCIAL Flint Hills Financial LLC 1635 N Waterfront Pkwy Suite 150
Wichita KS 67206
Consulting services in the field of ...
FREEDOM BUSINESS FREEDOM PORTFOLIO SERVICES 11615 Angus Rd.
Suite 104-K
Austin TX 78759
Advice relating to investments; Advising others ...
FREEDOM RESEARCH AND INVESTMENT FREEDOM BUSINESS 11615 Angus Rd. Suite 104-K
Austin TX 78759
Agencies or brokerage for trading of ...
FROM HERE. FOR HERE. SANDY SPRING BANK 17801 GEORGIA AVENUE
OLNEY MD 20832
Advice relating to investments; ATM banking ...
FROM THIS TO THIS Samango, Alfred J. P.O. Box 700
Haleiwa HI 967120700
Commercial and residential real estate agency ...
G GENESIS CAPITAL GROUP Genesis Capital Group, LLC 245 Park Ave. Fl. 24
New York NY 10167
Credit and financial consultation; Financial administration ...
G L A S S J A C O B S O N GJ A CPA WEALTH MANAGEMENT FIRM Glass Jacobson, P.A. 10711 Red Run Boulevard
Suite 101
Owings Mills MD 21117
Financial services, coordination, within a single ...
G.I. TAX Jeffrey M. Sandler 44 Camellia Terrace
Indian Harbor Beach FL 32937
Fiduciary tax payment processing services; Financial ...
GLASS JACOBSON Glass Jacobson, P.A. Suite 101
10711 Red Run Boulevard
Owings Mills MD 21117
Financial services, coordination, within a single ...
GLOBAL LEADERS FUND Smith Street Capital Management, LLC 2101 Smith Street, Suite 200
Houston TX 77002
Financial and investment services, management ...
GLOBAL LEAGUE OF INTERNATIONAL POWER GLIP IUNCTUS NOS STO Opoku-Agyemang, Kofi P.O. Box 6337
Albany NY 12206
Accepting and administering monetary charitable contributions; ...
GLOBINDEX Manchanda Sushil Kumar 260 Elkton Rd Apt C 10
Newark DE 19711
Advice relating to investments; Capital investment ...
GREEN RETIREMENT GREEN RETIREMENT PLANS, INC. 8080 CAPWELL DRIVE
SUITE 202
OAKLAND CA 94621
Advice relating to investments; Advisory services ...
GREENLINE PARTNERS Greenline Partners, LLC 60 East 42nd Street, Suite 2050
New York NY 10165
Advice relating to investments; Financial ...
GUGGENHEIM Silver One International, Inc. 2268 Ocean Parkway
Brooklyn NY 11223
Agencies for brokerage of securities trading ...
H ZHINDEX.COM Guo, Peng 716 Beacon Street #590446
Newton MA 02459
Advice relating to investments; Banking ...
HAYES SCIENTIFIC Hayes Scientific LLC 77 Murasaki St.
Irvine CA 92617
Financial portfolio analysis services; Financial portfolio ...
HEWINS FINANCIAL ADVISORS Hewins Financial Advisors, LLC Suite 800
400 South El Camino Real
San Mateo CA 94402
Financial advisory and consultancy services; Financial ...
HEXAM Hexam Capital Partners Limited Liability Partnership 133 Fountainbridge, Edinburgh
GB
Midlothian, EH3 9AG
United Kingdom
Financial services, coordination within a single ...
HEXAM CAPITAL PIMPERNEL INTERNATIONAL LIMITED 50 LOTHIAN ROAD
EDINBURGH, MIDLOTHIAN EH3 9WJ
United Kingdom
Financial services, coordination within a single ...
HEXAM CAPITAL PIMPERNEL INTERNATIONAL LIMITED 50 LOTHIAN ROAD
EDINBURGH, MIDLOTHIAN EH3 9WJ
United Kingdom
Financial services, coordination within a single ...
HEXAM CAPITAL Collings, Bryan Alexander Coppin 15 OLD BAILEY
GB
LONDON EC4M7EF
United Kingdom
Advice relating to investments; Commodity investment ...
HOWARD-MARTIN CAPITAL GROUP Howard-Martin Capital Group, LLC 4 Rumford Way
Princeton Junction NJ 08550
Advice relating to investments; Advising others ...
I.R.I.S. Gene G. Stern 805 Executive Center Drive West #120
St. Petersburg FL 33702
Consulting services in the field of ...
IDALION MOLINA-CALVO, GERMAN RICARDO 1669 Blue Grass Blvd
GB
Deland FL 32724
United Kingdom
Financial and investment services, management ...
INFINITY WEALTH MANAGEMENT, LLC INFINITY WEALTH MANAGEMENT, LLC 33 W. Higgins Road, Suite 5000
South Barrington IL 60010
Accounts receivables financing; Estate planning; Financial ...
INNOVATIVE RETIREMENT INCOME SOLUTIONS Gene G. Stern 805 Executive Center Drive West #120
St. Petersburg FL 33702
Consulting services in the field of ...
INTELLIGENT REBALANCING Halbert, Hargrove/Russell LLC Suite 2300
111 W. Ocean Blvd.
Long Beach CA 90802
Financial services, coordination, within a single ...
INVESTING IN BETTER HEALTH Everglade Capital, LLC 1001 S Flagler Dr, #702
West Palm Beach FL 33401
Advice relating to investments; Capital investment ...
IPOT Fang, Kuo-Chun 6F-2, 367, XiAn Street, Sec. 1
TW
Taipei 11288
Taiwan
Assuming financial risk of others by ...
IVY FINANCIAL GROUP Ivy Financial Group 4605 Pewter Ln
Manlius NY 13104
Advice relating to investments; Advising others ...
JPGW ADVISERS J Pinkernell Global Wealth, LLC Suite 2
610 North 8th Street
Gunter TX 75058
Financial services, coordination, within a single ...
JS JERSEY SHORE INVESTMENTS Jersey Shore Portfolio Management, LLC 560 Main Street
Suite 2B
Loch Arbour NJ 07711
(Based on Use in Commerce) Advice ...
KASZEK VENTURES Kaszek Management (Cayman), Ltd. 4th Floo, ScotiaBank Building
KY
Georgetown
Cayman Islands
Advice relating to investments; Annuity services, ...
LOCALMACRO LOCALMACRO LLC 8345 SW 163RD STREET
PALMETTO BAY FL 33157
Advice relating to investments; Financial ...
MATTER MATTER INC. 7711 BONHOMME AVENUE
SUITE 400
CLAYTON MO 63105
Estate planning; Estate trust planning; Financial ...
MICRO CAP BOND FUND Peter Gottlieb 20 N. Wacker Drive #1416
Chicago IL 60606
Advice relating to investments; Advisory services ...
MICRO CAP BOND INVESTING Peter Gottlieb 20 N. Wacker Drive #1416
Chicago IL 60606
Advice relating to investments; Advisory services ...
MICRO CAP BONDS Peter Gottlieb 20 N. Wacker Drive #1416
Chicago IL 60606
Advice relating to investments; Advisory services ...
MICRO TO MACRO Gottlieb, Peter 20 N. Wacker Drive, Suite 1416
Chicago IL 60606
Advice relating to investments; Advisory services ...
 

Where the owner name is not linked, that owner no longer owns the brand

   
Technical Examples
  1. Described herein is method of managing an investment portfolio having a plurality of investment funds, said managing method comprising establishing an allocation of assets among said investment funds and rebalancing said investment funds substantially back to said allocation on a periodic basis. Also described is a method wherein the rebalancing back to the allocation is initiated in response to a transaction, such as a withdrawal loan issue, or change in allocation, in one or more of the funds.