U.S. federal trademark · Serial No. 85779986 · Reg. No. 4437705
Computer software for performance analysis, style analysis, portfolio construction and optimization, fund selection, financial planning, financial risk management and measurement; downloadable software for use in performance analysis, style analysis, portfolio construction, financial planning, financial risk management and measurement
Financial services, namely, performance analysis and portfolio selection services; Financial planning and investment advisory services; Financial services, namely, wealth management services; Financial risk management; On-line financial analysis and reporting services
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