U.S. federal trademark · Serial No. 90155214
Investment advice; Investment consultancy; Investment management; Investment of funds; Advice relating to investments; Financial portfolio analysis services; Financial portfolio management; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Information, advisory, consultancy and research services relating to finance and investments; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of securities portfolios; Monitoring financial markets for investment purposes; Providing information, commentary and advice in the field of finance, financial investments and financial valuations
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.