INVESTMENT ADVISORY SERVICES FINANCIAL

Brand Owner (click to sort) Address Description
ASSETCOUNSELORS.COM AMERICAN FINANCIAL COUNSELORS 17110 Dallas Parkway, Suite 240 Dallas TX 75248 Investment advisory services and financial investment services in the fields of retirement planning, IRA rollovers, estate, investment, insurance, education and tax planning investment and investment consulting services, securities brokerage and commodity trading for others, financial information services provided by electronic means regarding banking services, investment in the field of equities, fixed income, mutual funds, and securities, and investment consulting services, securities brokerage and commodity trading for others;ASSET COUNSELORS COM;
CAPITAL PERFORMANCE ADVISORS Capital Performance Advisors 165 Lennon Lane, #200 Walnut Creek CA 94598 Investment advisory services and financial planning;
CONTROLLED RESIDUAL RISK DSI International Management, Inc. 177 Broad Street Stamford CT 06901 investment advisory services for financial management;
CPA Capital Performance Advisors 165 Lennon Lane, #200 Walnut Creek CA 94598 Investment advisory services and financial planning;CPA;
CPA ADVISORY SERVICES, INC. CPA Advisory Services, Inc. 11104 E. POINSETTIA DR. SCOTTSDALE AZ 85259 investment advisory services and financial planning services to certified public accountants and their clients.;CPA ADVISORY SERVICES INC;
KELLOGG ASSET MANAGEMENT, LLC Associated Banc-Corp 433 Main Street Green Bay WI 54301 Investment advisory services and financial asset management services for institutional clients;ASSET MANAGEMENT, LLC;
LEGACY: PLANT YOUR FOOTPRINT foston, frederick b 1112 via zancas street fallbrook CA 92028 investment advisory services and financial services, namely, wealth management services especially provided in the field of philanthropy;
THE LAM GROUP THE LAM GROUP, INC. PO Box 850 Lake Oswego OR 97034 Investment advisory services and financial consulting services to high net worth individuals, foundations and endowments;GROUP;
THE MANAGERS FUNDS Managers Funds, L.P., The 200 Connecticut Avenue Norwalk CT 06854 investment advisory services and financial management services;
WEALTH DIMENSIONS WEALTH DIMENSIONS GROUP, LTD SUITE 330 7870 E Kemper Road CINCINNATI OH 45249 Investment Advisory Services and Financial Planning Services;WEALTH;
WEALTH DIMENSIONS Spectrum Financial Advisors Suite 330 7870 E Kemper Road Cincinnati OH 45249 Investment Advisory Services and Financial Planning Services;WEALTH;
WHERE EVERY STOCK COUNTS DARUMA CAPITAL MANAGEMENT 80 WEST 40TH STREET, 9TH FLOOR NEW YORK NY 10018 Investment advisory services and financial asset management services;
 

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.