U.S. federal trademark · Serial No. 88951093 · Reg. No. 6298496
Providing online non-downloadable software for financial portfolio analysis; providing online non-downloadable software for portfolio construction, management, and financial analysis for professional investment advisors and their clients
Providing financial portfolio management and counseling services to help professional investment advisors build portfolios and to facilitate discussions between advisors and investors on how portfolios will perform across a range of market conditions; providing financial portfolio management and financial counseling services for professional investment advisors and their clients via a global computer network
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.