U.S. federal trademark · Serial No. 85203222 · Reg. No. 4407411
Investment consulting services for financial advisors and their clients featuring investment due diligence, asset allocation, and portfolio construction; financial research, analysis and consultation, namely, monitoring status of investments and consulting others regarding same; providing financial information on investments, investment performance and financial market performance; financial asset management services; managed account investment services; mutual fund investment services; providing financial information featuring financial decision-making, financial investment research by electronic means or the Internet; providing financial information featuring information on financial planning, financial investment strategy, financial investment analysis; and providing brokerage account and investment account information by electronic means or the Internet; providing financial decision making tools and financial investment research tools, namely, financial information regarding managing investments, financial asset management allocation strategies, and financial planning; providing online financial calculators for use in financial planning; information, advisory, consultancy and research services relating to finance and investments
Analyzing and compiling data for measuring the performance of financial markets
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