U.S. federal trademark · Serial No. 76487669 · Reg. No. 2880811
Financial services, namely, financial analysis services, financial advisory services, financial management services, financial research services, and financial portfolio management services; investment services, namely, investment consultation services, investment advisory services, and investment management services; funds investment services; investing the funds of others; mutual fund investment services; establishing mutual funds and model financial portfolios for others; evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; providing information and analysis in the fields of finance, economics, investment, financial planning, and investment strategy; and providing financial information in the nature of rates of exchange
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