U.S. federal trademark · Serial No. 87453445 · Reg. No. 5364229
maintaining records of investments, account balances and transactions; fund accounting services; financial records management, namely, maintaining records of financial account balances and transactions; compliance and monitoring services relating to investments, namely, accounting, record keeping, and regulatory reporting of information relating to investments; portfolio accounting and reporting services, namely, preparing accounting reports for compliance with tax requirements; preparing reports for evaluation of portfolio performance; preparing reports for strategic portfolio analysis
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.