U.S. federal trademark · Serial No. 97219910
Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Holding company services performed for third parties, namely, investment management; Public equity investment management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.