U.S. federal trademark · Serial No. 77867901
Advice relating to investments; Commodity investment advice; Equity capital investment; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures, and other securities, and the investment of funds of others; Financial asset management; Financial portfolio management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation, and investment of funds for others, including private and public equity and debt investment services; Investment management; Management of a capital investment fund; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of private equity funds; Public equity investment management; Trust management accounts
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.