U.S. federal trademark · Serial No. 86846542 · Reg. No. 4968884
Investment consulting services for financial investment advisors and their clients; financial asset allocation and portfolio construction; investment manager research and due diligence; selection and monitoring of investment firms; providing information on investment and financial market performance; financial asset management services; managed account investment services; mutual fund investment services; providing financial decision making tools and financial investment research tools, namely, information regarding managing investments, asset allocation strategies, financial market performance, and financial planning as well as interactive financial calculators for use in financial planning and analysis by electronic means and the Internet; providing financial planning and investment strategy information and analysis services and providing brokerage account and investment account information by electronic means or the Internet
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