U.S. federal trademark · Serial No. 85102291 · Reg. No. 4354313
Investment management services for financial investment advisors and their clients featuring investment manager due diligence, asset allocation, and portfolio construction; investment manager research and due diligence featuring the initial selection and ongoing monitoring of investment firms; providing information on investment and financial market performance; financial asset management services; managed account investment services; mutual fund investment services; providing financial decision making tools and financial investment research tools, namely, information regarding managing investments, asset allocation strategies, financial market performance, and financial planning [ as well as interactive financial calculators for use in financial planning and analysis by electronic means and the Internet, ] providing financial planning and investment strategy information and analysis services and providing brokerage account and investment account information by electronic means or the Internet
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