U.S. federal trademark · Serial No. 86220982
Establishing mutual funds for others; 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 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 of funds for others; Management of a capital investment fund; Mutual fund distribution; Mutual fund investment; Mutual funds and capital investment
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.