U.S. federal trademark · Serial No. 85184569 · Reg. No. 3993313
Financial asset management; Financial management; Financial management via the Internet; Financial planning and investment advisory services; Financial portfolio management; 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; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Providing a web site featuring personal financial information and financial advice; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Strategic financial advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.