U.S. federal trademark · Serial No. 97689630 · Reg. No. 1959941
Financial services, namely, investment advice, investment of funds, and social impact investing; financial affairs and monetary affairs, namely, financial information, advisory, research and analysis services; financial asset management; financial risk management; financial investment brokerage; monitoring of financial portfolios; charitable services, namely, financial services in the nature of investment advice, investment of funds, social impact investing, corporate advisory and investment research for charitable organizations; conducting financial feasibility studies; collection of financial information; annuity services, namely, account administration services in relating to financial investments; investment trust management; real estate affairs, namely, investment management services provided to real estate investment trusts and financial institutions in respect of real estate investments
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.