U.S. federal trademark · Serial No. 78030289
Business research services, namely, providing analysis of business trends in the insurance and healthcare industries to members of those industries and others; Investment accounting and reporting services, namely, preparing for insurance companies reports required by state and federal regulatory authorities, and customized reports.
Asset management services, namely, managing assets of insurance companies; Investment management services, namely, managing investments of insurance companies; Investment services to insurance and financial service companies, namely, offering investments in commercial mortgage loan and real estate financing programs; Loan servicing, namely, providing loan management from origination to closing and providing loan accounting, reporting and servicing; Investment research services, namely, providing analysis and buy/sell recommendations to institutional investors about insurance-related equities; Financial services, namely, trading insurance-related equities; Investment services, namely, offering investment opportunities to institutional investors to invest in private equity funds; and, Financing services, namely, providing capital funds (via private equity) to financial services companies.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.