U.S. federal trademark · Serial No. 86491758 · Reg. No. 4798939
Accounts receivables financing; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Individual retirement account services; International collections finance, open account finance and supply chain finance, namely, the settling of international and commercial transactions through obtaining the proceeds of a sale in cash or in exchange for formal debt instructions
Accountancy services; Accounting consultation; Accounting services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.