U.S. federal trademark · Serial No. 97853332
Mutual fund investment; Mutual funds and capital investment; Establishing mutual funds for others; Financial portfolio analysis services; Financial portfolio management; Financial management in the field of exchange traded funds; 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; Management of securities portfolios
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.