U.S. federal trademark · Serial No. 87884128 · Reg. No. 6147978
Financial services, namely, portfolio management of securities and investment management services for pension funds, endowments, institutions and high net worth clients; Financial investment management and investment advisory services, namely, the investment of funds of others; Financial investment analysis services; Financial services, namely, portfolio management and investment services for high net worth clients consisting of both separate accounts and funds for equity and fixed income investments; Financial planning and investment advisory services; Financial investment advisory services, investment advice and management services all in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, options and indices of financial securities; all of the foregoing excluding providing office functions to others, namely, payroll tax debiting services, business finance procurement services and financial sponsorship of sporting and cultural events
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