U.S. federal trademark · Serial No. 85476859 · Reg. No. 4251764
Financial and investment services, namely, fund portfolio management and administration; financial services, namely, financial analysis, evaluation and consultation in the field of retirement accounts and pension plans; financial administration of retirement accounts and pension plans; retirement management services, namely, investment management of retirement accounts and pension plans; providing information and consultation in the field of financial portfolio management, financial decision making, investment research, monitoring investment value and performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, financial alternative plans, and investment time frames
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