U.S. federal trademark · Serial No. 87138150
Business strategic planning services; Back office support services, namely, office administration services, business administration services, and business management services
Information technology support services, namely, monitoring technological functions of computer network systems, help desk services
Holding company investment services performed for third parties, namely, asset acquisition, consultation, development and management services; Brokerage and investment management services in the fields of investment funds, mutual funds, pooled funds, wrap account securities, segregated funds, and securities-based lines of credit; investment counselling and financial planning; and providing investment management services and customized investment portfolio management to private clients in the nature of high net worth individuals, family trusts and holding companies; insurance brokerage services, insurance agencies; Financial operations management services
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