U.S. federal trademark · Serial No. 76352685 · Reg. No. TMA609303
Financial services, namely, mutual fund distribution; investment management and consultation services; establishing mutual funds for others; mutual fund distribution and managing investments in mutual fund portfolios; [ financial planning services; accepting deposits, withdrawals and borrowing of funds, namely, trust company services; ] funds investment on behalf of individuals; funds investment on behalf of institutions; [ lending services, namely, consumer lending, money lending; ] Providing financial services, namely, managing mutual funds
Promoting the services of mutual fund managers, private investment managers, and tailored investment managers through the distribution of print materials, audio materials and live internet webcasts, and by rendering sales promotion advice
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.