FINANCIAL PORTFOLIO ANALYSIS SERVICES

Brand Owner (click to sort) Address Description
BACKEND ANALYTICS BackEndB.com 1973 Washington Valley Road Martinsville NJ 08836 Financial portfolio analysis services;ANALYTICS;
BACKEND BENCHMARKING BackEndB.com 1973 Washington Valley Road Martinsville NJ 08836 Financial portfolio analysis services;BENCHMARKING;
BACKEND ROBO INDEX BackEndB.com 1973 Washington Valley Road Martinsville NJ 08836 Financial portfolio analysis services;ROBO INDEX;
DYNAMIC EXPANSION CONTRACTION STRATEGY Brunet, Eric E. 36 Lost Village Rd Ogdensburg NY 13669 Financial portfolio analysis services; Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Management of portfolios comprising securities; Management of securities portfolios;
ENTERPRISE ADVANTAGE PORTFOLIOS Commonwealth Financial Advisors Suite 100 9403 Mill Brook Road Louisville KY 40223 Financial portfolio analysis services; Financial portfolio management;ENTERPRISE AND PORTFOLIOS;
FIAM PORTFOLIO QUICK CHECK FMR 245 Summer Street Boston MA 02210 Financial portfolio analysis services;PORTFOLIO;
GREATERTHANZERO GreaterThanZero P.O. Box 11871 Zephyr Cove NV 89448 Financial portfolio analysis services; Providing information and research in the field of finance and financial investments;GREATER THAN ZERO;
GREYE Greye Inc. 400 Tenafly Rd #772 Tenafly NJ 07670 Financial portfolio analysis services; Financial portfolio management; Real estate investment services; Real estate investment trust services; Real estate service, namely, rental property management; Real estate services, namely, rental, brokerage, leasing and management of commercial property, offices and office space;
HAVE A TRIUMPHANT DAY! Triumphant Portfolio Management 119 Tradewynd Drive Suite B Lynchburg VA 24502 Financial portfolio analysis services; Financial portfolio management; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Management of portfolios comprising securities; Management of securities portfolios; Monitoring financial markets for investment purposes; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others;
HAYES SCIENTIFIC Hayes Scientific 77 Murasaki St. Irvine CA 92617 Financial portfolio analysis services; Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Management of portfolios comprising securities; Management of portfolios of transferable securities;
HONOR THE LORD FROM YOUR WEALTH... PROVERBS 3:9 Triumphant Portfolio Management 119 Tradewynd Drive Suite B Lynchburg VA 24502 Financial portfolio analysis services; Financial portfolio management; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Management of portfolios comprising securities; Management of securities portfolios; Monitoring financial markets for investment purposes; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others;PROVERBS 3:9;
IMTC IMTC Fl. 14 300 Park Ave New York NY 10022 Financial portfolio analysis services; Financial portfolio management; Providing information and research in the field of finance and financial investments; Providing information in the field of finance; Providing information, commentary and advice in the field of finance, financial investments and financial valuations;
IMTC CBXmarket, Inc. Fl. 12 300 Park Ave New York NY 10022 Financial portfolio analysis services; Financial portfolio management; Providing information and research in the field of finance and financial investments; Providing information in the field of finance; Providing information, commentary and advice in the field of finance, financial investments and financial valuations;
INCOME ENGINEERING EXACT Strategies Suite 300 822 Fairlawn OH 44333 Financial portfolio analysis services; Financial portfolio management;
INVESRI S&S Investment Partners 600 Bellemont Ct. Johns Creek GA 30097 Financial portfolio analysis services; Strategic financial advisory services;
MONTHLY NEEDS Naples Asset Management Co 1100 Fifth Avenue South, #201 Naples FL 34102 Financial portfolio analysis services;MONTHLY;
PIP PRINCETON SCIENTIFIC CAPITAL MANAGEMENTINC. 133 East 62nd Street New York NY 10065 Financial portfolio analysis services; Financial portfolio management; Investment advisory services; Investment consultation; Investment management;
PLUTO ROBO ADVISOR PLATFORM S&S Investment Partners 600 Bellemont Ct. Johns Creek GA 30097 Financial portfolio analysis services;
PORTFOLIO SCORECARD US Advantage 3174 Presidential Drive Fairborn OH 45324 Financial portfolio analysis services; Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Management of portfolios comprising securities; Management of securities portfolios;
PORTFOLIO WATERFALL Clarity Financial 2935 Pine Lake Road, Suite i Lincoln NE 68516 Financial portfolio analysis services; Financial portfolio management; Financial management in the field of financial services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Management of portfolios of transferable securities; Management of portfolios comprising securities; Management of securities portfolios;
PSDS PORTFOLIO DESIGN INC. PSDS Portfolio Design Inc. 1401 Dove Street Suite 420 Newport Beach CA 92660 Financial portfolio analysis services;PORTFOLIO DESIGN INC.;
PUT YOUR MONEY WHERE YOUR FAITH IS Triumphant Portfolio Management 119 Tradewynd Drive Suite B Lynchburg VA 24502 Financial portfolio analysis services; Financial portfolio management; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Management of portfolios comprising securities; Management of securities portfolios; Monitoring financial markets for investment purposes; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others;
REAL INCOME Naples Asset Management Co 1100 Fifth Avenue South, #201 Naples FL 34102 Financial portfolio analysis services;
ROBO RANKING BackEndB.com 1973 Washington Valley Road Martinsville NJ 08836 Financial portfolio analysis services;
SAVANT TRADING PLATFORM S&S Investment Partners 600 Bellemont Ct. Johns Creek GA 30097 Financial portfolio analysis services; Strategic financial advisory services;
SEPA Minervini Private Access 15 N. Mill Street - Suite 225 c/o Onofrio Law Nyack NY 10960 Financial portfolio analysis services; Providing a database of information that analyzes stocks and securities to identify potential for significant price appreciation;
SMARTPORT MUFG UNION BANK, NATIONAL ASSOCIATION 400 California Street San Francisco CA 94104 Financial portfolio analysis services, namely, web-based portfolio reporting services;SMART PORT;
SOCIAL EFFICIENT FRONTIER Aperio Group #315 3 Harbor Drive Sausalito CA 94965 Financial portfolio analysis services;
SPECIFIC ENTRY POINT ANALYSIS Minervini Private Access 15 N. Mill Street - Suite 225 c/o Onofrio Law Nyack NY 10960 Financial portfolio analysis services; Providing a database of information that analyzes stocks and securities to identify potential for significant price appreciation;
SVO-PAR National Association of Insurance Commissioners 1100 Walnut Street, Suite 1500 Kansas City MO 64106 Financial portfolio analysis services;SECURITIES VALUATION OFFICE-PORTFOLIO ANALYSIS REGULATORS;
THE EFFICIENT PORTFOLIO U.S. Private Wealth 4822 Northlake Blvd., Suite A Palm Beach FL 33418 Financial portfolio analysis services; Financial portfolio management; Financial management in the field of investment portfolios; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs;PORTFOLIO;
THE INVESTMENT AUDIT C2P Advisory Group 30400 Detroit Road, Suite 201 Westlake OH 44145 Financial portfolio analysis services;INVESTMENT;
THE INVESTMENT AUDIT C2P CAPITAL ADVISORY GROUP 25651 Detroit Road, Suite 210 Westlake OH 44145 Financial portfolio analysis services;
TRIUMPHANT PORTFOLIO MANAGEMENT Triumphant Portfolio Management 119 Tradewynd Drive Suite B Lynchburg VA 24502 Financial portfolio analysis services; Financial portfolio management; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Management of securities portfolios; Management of portfolios comprising securities; Monitoring financial markets for investment purposes; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others;PORTFOLIO MANAGEMENT;
UNION BANK SMARTPORT MUFG UNION BANK, NATIONAL ASSOCIATION 400 California Street San Francisco CA 94104 Financial portfolio analysis services, namely, web-based portfolio reporting services;UNION BANK SMART PORT;BANK;
WEALTH ROBOT S&S Investment Partners 600 Bellemont Ct. Johns Creek GA 30097 Financial portfolio analysis services;
 

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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.