U.S. federal trademark · Serial No. 86797117
Advice relating to investments; Capital investment consulting; Commodity investment advice; Equity capital investment; Financial investment in the field of wealth management; Financial planning; Financial services in the nature of an investment security; 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; Fund investment consultation; Funds investment; Investment advice; Investment advisory services; Investment clubs; Investment consultation; Investment management; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Leveraged buy outs and investments in financially distressed or underperforming companies; Maintaining escrow accounts for investments; Management of a capital investment fund; Mutual fund investment; Real estate investment services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.