U.S. federal trademark · Serial No. 75143303 · Reg. No. 2175493
financial services, namely, advising investors about mutual and commingled funds, investment management, investment advice, mutual fund investment, investment consultation, and investment of funds for others; information delivery services, namely, providing financial and investment information via telephone, written materials and by electronic means; and investment and stock trading analysis services
investment product design, namely, the design and testing of new investment products
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.