U.S. federal trademark · Serial No. 86577555 · Reg. No. 5196090
Financial services, namely, wealth management services; financial portfolio management; financial information processing services, namely, monitoring current and historic values of portfolio assets, income and liabilities; financial information reporting services, namely, generating periodic and real-time reports of financial performance of individual portfolio assets, performance of specific asset classes, aggregated portfolio performance and net worth; financial performance and valuation information provided by electronic means
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