U.S. federal trademark · Serial No. 99040972 · Reg. No. 7992295
Building management; Financial management; Cash management; Debt management consultation; Financial asset management; Estate trust management; Debt management services; Financial risk management; Financial portfolio management; Credit risk management; Management of securities portfolios; Financial risk management consultation; Investment management; Public equity investment management; Real estate investment trust management services; Management of a capital investment fund; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment services, namely, asset acquisition, consultation, development and management services; Investment management services in the field of acquiring joint ventures; Holding company services performed for third parties, namely, investment management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.