U.S. federal trademark · Serial No. 88079467 · Reg. No. 5877680
Financial consulting services for investment managers and professional investors, in the nature of assessment, feedback, and assistance with establishment of investment processes, development of investment products, and investment decision making; financial assessment of investment portfolios; providing a website featuring information in the field of investment management
Business consulting services for investment managers and professional investors, in the nature of assessment, feedback, and assistance with establishment of investment processes, development and marketing of investment products; Consulting services for investment managers and professional investors, in the nature of assessment, feedback, and assistance with marketing of investment products
Software as a Service (SaaS) services featuring software for analyzing and tracking the performance of investments and investment funds
Continuing educational services, namely, business training and coaching services for investment managers and professional investors
Electronic downloadable publications in the nature of essays, newsletters, and reports in the field of investment management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.