U.S. federal trademark · Serial No. 77876726 · Reg. No. 3912504
Investment services, namely, investing the funds of others in securities and real property; investment management; financial analysis and consultation; financial management; financial planning; financial portfolio management; financial research; asset management; investment portfolio administration; consulting services in the banking, securities, asset management and insurance industries; financial modeling; risk management, namely, risk analytics and quantification of performance, risk and projected outcomes; banking services; trust services, namely, investment and trust company services; mutual fund services, namely, mutual fund brokerage, distribution and investment
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.