U.S. federal trademark · Serial No. 77301070 · Reg. No. 3430988
Financial management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Funds investment; Investment advisory services; Investment management; Mutual fund investment; Management of private equity funds; Private equity fund investment services; Private placements of hedge funds, private equity funds, securities and derivatives for others
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.