U.S. federal trademark · Serial No. 78696587
Financial analysis and consultation; Financial consultation; Financial due diligence; Financial planning consultation; Financial portfolio management; Financial risk management; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Investment services, namely asset acquisition, consultation, development and management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.