U.S. federal trademark · Serial No. 90389554
Financial investment brokerage services relating to investment funds, mutual funds, pooled funds, wrap account products, segregated funds, and securities-based investment products; financial management services relating to investment funds, mutual funds, pooled funds, wrap account products, segregated funds, and securities-based investment products; financial investment in the field of securities relating to investment funds, mutual funds, pooled funds, wrap account products, segregated funds, and securities-based investment products; financial investment services, namely the distribution of investment funds, mutual funds, pooled funds, wrap account products, segregated funds, and securities-based investment products; financial investment counseling services; financial planning; providing investment management services and investment management services related to customized investment portfolios to private clients including high net worth individuals, family trusts and holding companies
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.