INVESTMENT MANAGEMENT SERVICES FINANCIAL

Brand Owner (click to sort) Address Description
ACTIVESHARES Precidian Investments 50 Main Street, Suite 9 Bedminster NJ 07921 Investment management services and financial services in the nature of pooled investment funds, including exchange traded funds;ACTIVE SHARES;
AP CANOPY FUNDS AP Canopy Funds 27132B Paseo Espada, Suite 1221 San Juan Capistrano CA 92675 INVESTMENT MANAGEMENT SERVICES AND FINANCIAL SERVICES IN THE NATURE OF POOLED-INVESTMENT FUNDS;FUNDS;
BRINKER CAPITAL CRYSTAL STRATEGIES BRINKER CAPITAL 17605 WRIGHT STREET OMAHA NE 68130 Investment management services for financial investment advisors and their clients featuring investment manager due diligence, asset allocation, and portfolio construction; investment manager research and due diligence featuring the initial selection and ongoing monitoring of investment firms; providing information on investment and financial market performance; financial asset management services; managed account investment services; mutual fund investment services; providing financial decision making tools and financial investment research tools, namely, information regarding managing investments, asset allocation strategies, financial market performance, and financial planning [ as well as interactive financial calculators for use in financial planning and analysis by electronic means and the Internet, ] providing financial planning and investment strategy information and analysis services and providing brokerage account and investment account information by electronic means or the Internet;CAPITAL AND STRATEGIES;
CAPITAL FUND MANAGEMENT DOUGHERTY, WILLIAM A., III 1670 FISHINGER RD. COLUMBUS OH 43221 INVESTMENT MANAGEMENT SERVICES AND FINANCIAL CONSULTING SERVICES;
DESAI & COMPANY Desai, Dinesh Suite 917 444 Castro Street Mountain View CA 94041 investment management services in financial products;
EDGESHARES EdgeShares 600 Madison Avenue, 25th Floor New York NY 10022 Investment management services and financial services in the nature of pooled investment funds;EDGE SHARES;
ENDOWMENT EDGE Brinker Capital 1055 Westlakes Drive, Suite 250 Berwyn PA 19312 Investment management services for financial investment advisors and their clients featuring investment manager due diligence, asset allocation, and portfolio construction; investment manager research and due diligence featuring the initial selection and ongoing monitoring of investment firms; providing information on investment and financial market performance; financial asset management services; managed account investment services; mutual fund investment services; providing financial decision making tools and financial investment research tools, namely, information regarding managing investments, asset allocation strategies, financial market performance, and financial planning as well as interactive financial calculators for use in financial planning and analysis by electronic means and the Internet, providing financial planning and investment strategy information and analysis services and providing brokerage account and investment account information by electronic means or the Internet;ENDOWMENT;
SMART LEVERAGE EdgeShares Advisors 445 Park Avenue, 9th Floor New York NY 10022 Investment management services and financial services in the nature of pooled investment funds;LEVERAGE;
TRUE OPEN ARCHITECTURE Clearbrook Financial 47 Hulfish Street Suite 210 Princeton NJ 08542 Investment management services for financial advisors and their clients; brokerage services, namely, clearing, securities custody, execution of securities trades, and trade reconciliation; financial research, namely, research on the historical performance and investment processes of various asset managers; investment advice and support for individuals and institutions, namely, financial planning, asset allocation advice, investment strategy, managed account investment services, manager research, and portfolio rebalancing;open architecture;
 

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.