U.S. federal trademark · Serial No. 77482482 · Reg. No. 3773946
Investment management, fund investment, and portfolio management, all provided using an asset-class based strategy diversified across a broad range of index funds, mutual funds, exchange-traded funds (ETFs) and other low-cost investments; all of the foregoing provided via the internet, global networks, telephone, facsimile, in person, e-mail or other means
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