U.S. federal trademark · Serial No. 99753965
Financial asset management; Investment services, namely, asset acquisition, consultation, development and management services; Investment advice; Investment consultation; Funds investment; Investment consultancy; Investment brokerage; Investment management; Investment of funds; Capital investment; Financial investment brokerage; Mutual fund investment; Fund investment consultation; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial investment brokerage services; Public equity investment management; Investment risk assessment services; Pension fund investment management; Private equity fund investment services; Family office investment advisory services; Financial investment analysis and stock research; Financial planning and investment advisory services; Monitoring financial markets for investment purposes; Providing information regarding financial investment strategies; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Financial services in the nature of providing an investment option available for life insurance products
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.