U.S. federal trademark · Serial No. 90000928 · Reg. No. 6540743
software as a service (SAAS) featuring software for use in account opening, maintenance, and instructions in the fields of finance and investment; providing a web site featuring technology that guides users through the alternative investment process
providing an online marketplace for investors and asset sponsors in the field of investments
Financial custody services, namely, financial investment services to clients and client advisors relating to custodial accounts and custody transitions; providing an internet website portal featuring information relating to alternative investments; investment administration of retirement plans for others; consulting services in the field of financial custody services; Trust services, namely, investment and trust company services; estate trust planning and management; financial trust planning, operations and administration; trust management accounts; real estate investment trust services; real estate investment trust advisory and management services; financial services, namely, alternative asset custodian services in the nature of self-directed investment retirement accounts; providing an interactive website featuring information in the fields of finance and investment
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