U.S. federal trademark · Serial No. 98128172
Financial management in the field of investment portfolios, employee pension plans, high-quality dividend paying stocks, securities portfolios and financial portfolios; Financial portfolio analysis services; 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; Management of securities portfolios; Financial portfolio management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.