U.S. federal trademark · Serial No. 86972996 · Reg. No. 5086204
Financial asset management; Financial administration of retirement plans; Financial and investment management services, namely, providing collective trust funds; [ Financial planning for retirement; ] Financial retirement plan consulting services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including public equity and debt investment services; Financial services, namely, operation and management of collective investment vehicles, namely, collective trust funds [ and mutual funds ]; Financial trust administration, operations, and planning; [ Mutual funds and ] capital investment; Providing financial risk management services and investment advisory services to investment vehicles and funds, namely, [ mutual funds, separately managed accounts, variable insurance trusts, ] collective trust funds, collective income funds, collective investment trusts, collective investment funds, and retirement plans [ ; Trust management accounts ]
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.