U.S. federal trademark · Serial No. 86169006 · Reg. No. 4643940
Financial portfolio management; Financial portfolio management by providing custom models and custom model allocations and portfolios using these models for minimizing costs, decreasing tax liability and decreasing volatility, with the use of Exchange Traded Funds (ETFs)
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.