U.S. federal trademark · Serial No. 76392309 · Reg. No. 2873208
Providing temporary use of on-line non-downloadable software for financial decision making and financial investment research by electronic means or the Internet
Investment consulting services for financial advisors and their clients regarding asset allocation and portfolio construction; [ financial research, namely, research of Investment managers and investment firms for others; ]financial analysis and consultation, namely, monitoring status of investments and consulting others regarding same; providing financial information on investment and investment performance; asset management services; managed account investment services; mutual fund investment services; providing information featuring financial decision-making and financial investment research by electronic means or the Internet; providing financial planning and investment strategy information and analysis services and providing brokerage account and investment account information by electronic means or the Internet; providing financial planning and investment strategy information and analysis services and providing brokerage account and investment account information by electronic means or the Internet; providing financial planning and investment strategy information by electronic means or the Internet
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