U.S. federal trademark · Serial No. 87077425
Trust services, namely, investment and trust company services; trust management accounts; financial trust operations; management of portfolios comprising securities; cash management; financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in trusts and in trust accounts; bill payment services; financial services, namely, insurance premium payment and settlement services; financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; tax payment processing services; fiduciary tax payment processing services; investment consultation; investment management; investment advisory services; funds investment; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.