U.S. federal trademark · Serial No. 98865654
Business management, including but not limited to, planning, consultancy, advice, analysis, risk management, and business succession planning.
Financial management, including but not limited to, advice, planning, investment management, portfolio management, valuations, retirement plan consulting services, asset management, wealth management, 401(k) Rollovers, Planning for Education Funding, 529 Plans, UTMAs, Philanthropic Services, Endowments and Foundations, Donor Advised Funds, Estate Planning Strategies, Trust Accounts, Business Planning, Succession Planning, Cash Management, Corporate Retirement Plans, Lending Products, Professional Portfolio Management, Asset Management, Alternative Investments, Fixed Income, Life Insurance, Real Estate, Values-Based Funds, Private Equity, Structured Products, Long/Short Fund, Annuities; financial services providing investment options available for annuities and life insurance; financial consultancy in the field of real estate, financial investment services regarding private and public equity funds; financial services regarding fixed incomes; financial advisory services related to mutual funds, and developing and managing charitable giving; financial advice regarding tax management and estate planning.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.