U.S. federal trademark · Serial No. 77040129 · Reg. No. 3513087
banking services; financial services, namely, investment fund transfer and transaction services; financial management services, namely, administration of Separately Managed Accounts, Unified Managed Accounts, and Manager of Manager Accounts; financial planning services; investment banking services; investment consultation; investment management, namely, active investment management services, management of investment portfolios by strategic asset allocation, providing open architecture financial investment in the nature of a total portfolio offering for high net worth clients or institutions consisting of both separate accounts and mutual funds for equity and fixed income investments, and providing disciplined investment processes in the nature of providing disciplined investment of funds for others
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