U.S. federal trademark · Serial No. 85540321 · Reg. No. 4200332
Financial portfolio analysis services; Financial portfolio 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; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Management of portfolios comprising securities; Management of securities portfolios
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