U.S. federal trademark · Serial No. 90126615 · Reg. No. 7697701
Financial consulting services; financial management for retirement; financial administration of retirement plans; individual retirement account services; investment management services; funds investment services; real estate investment consulting services; financial management in the field of investment portfolio monitoring services; financial management in the field of investment portfolio performance analysis services; securities, commodities and real estate investment research services; transfer agency services rendered to issuers of investment securities; investment brokerage services; trust management accounts and investment management services; commodities investment management services; securities underwriting services; securities brokerage services; mutual fund administration services; investment banking services; providing financial information by electronic means; providing and updating information relating to benchmark portfolios of securities and related metrics; financial services in the nature of an investment security, and providing on-line financial calculators
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