U.S. federal trademark · Serial No. 85861448
Financial services, namely, fee based investment advisory, asset management, client reporting and asset tracking, financial planning, investment research services, accounting support, facilitation of access of custody services and lending services from financial institutions for investment advisors; provision of risk management and regulatory oversight, provision of custom client services, facilitation of access to trust and international corporate trustee services, custom lending solutions and insurance solutions for investment advisors
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.