U.S. federal trademark · Serial No. 99885431
Consulting services in the field of ethical, moral, and faith-based standards as they relate to investment practices and organizational stewardship.
Software as a service (SaaS) featuring software for uploading, screening, and analyzing investment holdings for values based or faith-based alignment and for generating related performance reports.
Financial analysis and consultation services for investors, namely, evaluating investment holdings for values based or faith based alignment; Providing financial portfolio analysis and reports to investors regarding the ethical, moral, or faith based characteristics of investment holdings; Providing financial performance analysis and reports to investors relating to investors’ portfolios; Investment advisory services to investors featuring values based screening of securities.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.