U.S. federal trademark · Serial No. 90782253 · Reg. No. 6824517
Investment advisory services; investment management services; financial planning services; financial analysis; financial advisory services; financial consultancy services; investment of funds; financial portfolio management services; financial portfolio management services, namely, investment strategy, asset allocation, risk tolerance, personal investment policy, asset selection, and portfolio monitoring; financial management of employee pension plans in the nature of pension consulting services; financial management of employee pension plans in the nature of pension consulting services, namely, identifying investment objectives and restrictions, allocating plan assets to various objectives, selecting investment choices for plan participants, monitoring performance of investments and make recommendations for changes, and making recommendations for other service providers
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.