U.S. federal trademark · Serial No. 97028129
Financial and investment services, namely, funds investment; investment services in the field of mutual funds, capital funds, bond funds, equity funds, private equity funds, insurance funds, capital investment, and other investment products, namely, hedge funds, common and collective trusts, closed-end funds, private investment funds, UCITS, SICAVs, custom asset allocation models, collateralized loan obligations, retirement plans, education savings plans; investment advisory services in the field of third party sub-advised insurance dedicated and variable portfolios; mutual fund and investment brokerage; financial risk management; retirement funds investment services; investment services, in the nature of financial asset management services, cash management, financial management, and financial portfolio management; investment management services; securities brokerage services; mutual fund investment services; financial planning services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.