U.S. federal trademark · Serial No. 77732820
Mutual fund and investment portfolio trustee services; establishing, managing, and offering investment funds, mutual funds, and securities-based investment products through brokers, dealers and financial advisors; and investment counseling, financial planning and portfolio management services
advertising and promotions services, namely, promoting investment funds, mutual funds and securities-based investment products to brokers, dealers and financial advisors through the distribution of informational materials and rendering sales promotion advice
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.