U.S. federal trademark · Serial No. 90550190 · Reg. No. 6614414
Providing online non-downloadable software for use by professional investment advisors and their clients in portfolio management and counseling services, namely, investment portfolio management and monitoring, securities trading and investing, investment rebalancing, management of custom portfolio models, financial portfolio performance analysis, and implementing custom tax management strategies
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.