U.S. federal trademark · Serial No. 88200703 · Reg. No. 5793115
Financial and Investment consulting services including of portfolio consulting, design and investment management services offered to individuals and trustees and integration of client portfolio analytics, reporting, investment policy, tax and trading tolerances, manager due diligence, portfolio accounting and stress testing
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.