U.S. federal trademark · Serial No. 78696509 · Reg. No. 3210425
Advice relating to investments; Capital investment consultation; Financial analysis and consultation; Financial consultation; Financial due diligence; Financial management; Financial planning; Financial portfolio management; Financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities; 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; Investment advice; Investment consultation; Investment management; Investment services, namely asset acquisition, consultation, development and management services; Risk management consultation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.