INVESTMENT RESEARCH FINANCIAL ANALYSIS

Brand Owner (click to sort) Address Description
CUSTOMFOLIO Veros Software, Inc. 2333 N. Broadway Avenue Suite 350 Santa Ana CA 92706 Investment research and financial analysis services that conceptualize and rebalance portfolios, to meet identified investment objectives;CUSTOM PORTFOLIO;
HEDGEFOLIO Veros Software, Inc. 2333 N. Broadway Avenue Suite 350 Santa Ana CA 92706 Investment research and financial analysis services that employ quantitative methodologies to maintain long/short equity strategies in order to be market neutral across a wide variety of preferences;HEDGE PORTFOLIO;
VEROFOLIO Veros Software, Inc. 2333 N. Broadway Avenue Suite 350 Santa Ana CA 92706 Investment research and financial analysis services that employ predictive methodology for delivering long-term investing strategies, highly correlated to proprietary category and/or sector indexes;VEROS PORTFOLIO;
 

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.