U.S. federal trademark · Serial No. 97280269
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 portfolios of transferable securities
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.