U.S. federal trademark · Serial No. 78517719 · Reg. No. 3041213
Financial services, namely, portfolio and money management for high net worth clients and institutional investors consisting of mutual funds, equity investments, fixed income investments, options and asset allocation strategies; Investment advice for individuals and non-charitable institutions; Investment advice for mutual fund managers; Private asset management; Mutual fund brokerage, management, investment and dealer services; Stock and security brokerage services; Back office broker/dealer services; Institutional brokerage services for broker/dealers, investment advisors, mutual funds and hedge funds; Insurance services for individuals and institutions, namely in the field of long term care policies, life insurance policies, disability policies and annuities
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.