U.S. federal trademark · Serial No. 77035490
Financial analysis and consultation; Financial consultation; 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, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Management of portfolios comprising securities; Management of portfolios of transferable securities; Providing stock market information
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.