U.S. federal trademark · Serial No. 78837588
Advice relating to investments; Estate planning; Financial analysis and consultation; Financial consultation; Financial management; Financial planning; Financial planning consultation; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial portfolio management; 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 advisory services; Investment consultation; Investment management; Mutual fund investment
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.