U.S. federal trademark · Serial No. 86653154 · Reg. No. 4904365
Investment administration of retirement plans for others; consulting services in the field of financial custody services; financial custody services, namely, providing services to clients and client advisors relating to custodial accounts and custody transitions
Software as a service (saas) services featuring software for use in analysis tools and decision support applications in the fields of finance and investment; software as a service featuring an interactive website in the fields of finance and investment; Providing a web site featuring technology that guides users through the alternative investment process
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