U.S. federal trademark · Serial No. 87902430 · Reg. No. 5647008
Financial advisory and consultancy services, namely, relating to investments, asset management, and cash management; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; financial services, namely, providing personalized portfolio offerings comprised of both separate accounts and mutual funds for equity and fixed income investment; investment advisory services; investment of funds for others; distribution of shares of investment companies and other pooled investment vehicles, namely, mutual funds and variable insurance funds; providing financial information by means of a website in the field of investment and investment management; distribution of retirement, life insurance, disability and variable annuity insurance products; insurance brokerage; and divorce financial planning and valuation of marital assets in the nature of appraisal of personal property for others
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