U.S. federal trademark · Serial No. 98472661 · Reg. No. 7659643
Investment management; investment advisory services; financial research; financial due diligence; financial analysis; financial advice; financial consulting; financial planning; financial management; financial asset management; financial portfolio management; management of capital investment funds; financial management in the field of concentrated equity strategies to meet the financial needs of institutional investors, family offices, and high net worth individuals
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.