U.S. federal trademark · Serial No. 50146779
Investment management; Investment advisory services; Investment of funds for others; Financial portfolio management; Financial research; Financial analysis and consultation; Capital investment consulting; Financial risk management consultation; Fund investment consultation; Financial and investment services, namely, holding investments, maintaining securities brokerage accounts, and providing custody accounts for investments; Financial transaction services, namely, executing trades in securities, investments, and other financial instruments for others; Financial asset management services, namely, managing corporate actions for underlying investments, including processing dividends, interest distribution, and proxy voting; Financial analysis and reporting services, namely, tracking, evaluating, and reporting on investment performance; Financial management services, namely, payment processing and disbursement for investment-related expenses
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.