U.S. federal trademark · Serial No. 77110290
Financial consultation and investment advisory services; providing financial consultation, investment advisory services and financial management services to others; discretionary investment portfolio management; creating, managing, monitoring, and rebalancing of multi-asset investment portfolios for others; asset allocation services; devising, directing and recommending allocation of assets among various investment classes, including securities, futures contracts, commodities, forward contracts, swaps, forward contracts; financial analysis and consultation; and financial portfolio management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.