U.S. federal trademark · Serial No. 78786368
Advice relating to investments; Capital investment consultation; Equity capital investment; Financial investment in the field of equities, mutual funds and fixed income; Financial services in the nature of an investment security; 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; Investment advice; Investment consultation; Investment of funds for others; Investment services, namely asset acquisition, consultation, development and management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.