U.S. federal trademark · Serial No. 85434265 · Reg. No. 4203625
Investment management, fund investment, financial and securities portfolio management; investment management, fund investment, and portfolio management provided using an asset-class based strategy diversified across a broad range of index funds, mutual funds, exchange-traded funds (ETFs) and other low-cost investments; all of the foregoing provided via various means, which may include but are not limited to, the internet, global networks, telephone, facsimile, in person, and e-mail
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