U.S. federal trademark · Serial No. 97516770 · Reg. No. 7257768
Financial advisory and consultancy services, namely, providing an overlay to an investment strategy allowing investors to control downside tracking error, providing financial index calculation, selection, weighting, overlays, and financial portfolio construction, and management; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Management of portfolios comprising securities
Providing and updating a financial index; Providing and updating a financial index of securities values and classification, analysis, and reporting thereof; Providing financial indices based on selected groups of securities
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.