U.S. federal trademark · Serial No. 87377970 · Reg. No. 5476708
Financial advice and consultation, namely, independent evaluation of performance and best practices of Chief Investment Officers and financial managers; Investment consultation, namely, independent evaluation of investment portfolios, monitoring conflicts in the investment relationship and assessing relationship with Chief Investment Officers; Investment management consultation and strategic financial advisory services, namely, impartial investment performance reporting, identification of material compliance and operational issues of investment businesses, identification of fees and the potential impact on client investment portfolios
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