About 3 Trademarks found that are owned by Optimizeusa Inc.

computer software, namely, global investment advisory platform that provides an integrated suite of tools, namely contact management, client risk profiling, portfolio analysis, mutual fund analysis and selection, security charting analysis, asset allocation and forecasting, to better manage investment assets; and that provides ability to purchase securities, via an electronic communications network

PROVIDING FINANCIAL ADVISORY SERVICES, NAMELY, FINANCIAL PORTFOLIO ANALYSIS FINANCIAL PORTFOLIO CONSTRUCTION, MUTUAL FUND ANALYSIS, MUTUAL FUND INVESTMENT SERVICES, MUTUAL FUND INVESTMENT BROKERAGE SERVICES, ALL PROVIDED ONSITE AND VIA GLOBAL COMPUTER NETWORK

INVESTMENT ADVISORY SERVICES, NAMELY, TO DETERMINE PERSONAL INVESTMENT PROFILES, TO ANALYZE CURRENT PORTFOLIO HOLDINGS INCLUDING THOSE HELD OUTSIDE OF THE INVESTOR'S LOCAL MARKET, TO IMPROVE CURRENT PORTFOLIO RISK-RETURN DIMENSION (INCREASING RETURN FOR GIVEN LEVEL OF RISK OR DECREASING RISK FOR A GIVEN LEVEL OF RETURN) BY OPTIMIZING PORTFOLIO HOLDINGS SUBJECT TO ASSET CLASS CONSTRAINTS, TO RECOMMEND SPECIFIC MUTUAL FUNDS FOR ASSET CLASS ALLOCATIONS INDICATED IN OPTIMIZATION PROCESS, TO SUPPLY ANALYSIS OF SUCH MUTUAL FUNDS, TO PROVIDE ABILITY TO PURCHASE SUCH FUNDS, VIA AN ELECTRONIC COMMUNICATIONS NETWORK; PROVIDING INFORMATION ON FINANCIAL INVESTMENT, FINANCIAL PLANNING AND INVESTMENT STRATEGIES, NAMELY, ANALYZE, BENCHMARK, TRACK AND FORECAST PERSONAL INVESTMENTS, VIA AN ELECTRONIC COMMUNICATIONS NETWORK