U.S. federal trademark · Serial No. 86924832 · Reg. No. 5148088
Financial planning for retirement; Financial retirement plan consulting services; 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; Investment advisory services; Management of portfolios comprising securities. Financial services rendered primarily to retirement plan fiduciaries, namely, consultation in the field of retirement plans; consultation in the field of retirement plan vendors; retirement fund investment services; providing financial information relating to retirement plans; investment management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.