U.S. federal trademark · Serial No. 98149431 · Reg. No. 7533470
Investment advice; Investment advisory services; Investment management; Investment of funds; Investment of funds for others; Financial investment analysis and stock research; Financial management in the field of investment portfolios; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; 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; Funds investment; Mutual fund investment; Mutual funds and capital investment; Providing information and research in the field of finance and financial investments
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.