U.S. federal trademark · Serial No. 78374896 · Reg. No. 2974880
On-line financial management services, namely, portfolio management and portfolio analysis; portfolio management information provided via electronic communication networks; provision of data, information, research, databases and analysis in the fields of portfolio management, investment account information, investment strategy, financial decision-making, monitoring portfolio performance, evaluating asset allocation, evaluating risk tolerance, and institutional investment policies and compliance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.