U.S. federal trademark · Serial No. 88429437 · Reg. No. 5936355
Financial services, namely, investment advice, investment management, investment consultation, wealth management, and investment of funds for others, including private and public equity and debt investment services; Estate planning; estate trust planning; financial consulting services in the field of planned giving for non-profit and charitable organizations
Fiduciary compliance consulting, namely, consulting in the field of federal securities regulations governing investment advisory activities; reviewing standards and practices to assure compliance with non-profit laws and regulations
Business management consulting; strategic planning and business advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.