U.S. federal trademark · Serial No. 77628682 · Reg. No. TMA760
ASSET, PORTFOLIO AND INVESTMENT MANAGEMENT SERVICES, NAMELY CREATING, MANAGING AND ADMINISTERING MUTUAL FUNDS, THIRD PARTY FINANCIAL ASSET MANAGEMENT AND TAX ASSISTED INVESTMENTS, AND MANAGEMENT OF REAL ESTATE AND OIL, GAS AND MINING RESOURCE ASSETS; FINANCIAL ADVISORY SERVICES, NAMELY FINANCIAL PLANNING AND INVESTMENT MANAGEMENT SERVICES; ADMINISTERING LIFE, ACCIDENTAL DEATH AND HEALTH INSURANCE POLICIES; ADMINISTERING BANKING, FINANCIAL AND ESTATE PLANNING SERVICES; CAPITAL MARKETS SERVICES, NAMELY INVESTMENT BANKING SERVICES AND UNDERWRITING OF THE SALE OF SECURITIES TO THE PUBLIC, PRIVATE PLACEMENTS AND INVESTMENT ADVISORY SERVICES RELATED TO MERGERS AND ACQUISITIONS, DIVESTITURES, RESTRUCTURINGS AND STOCK EXCHANGE LISTINGS, INSTITUTIONAL SALES AND TRADING SERVICES, NAMELY THE SELLING, PURCHASING AND TRADING OF EQUITY AND EQUITY RELATED SECURITIES AND FIXED INCOME SECURITIES ON BEHALF OF INSTITUTIONAL CLIENTS; INVESTMENT RESEARCH SERVICES, NAMELY THE PREPARATION OF INVESTMENT RESEARCH REPORTS AND OPINIONS TO INDIVIDUAL INVESTORS AND INSTITUTIONAL CLIENTS IN CONNECTION WITH INVESTMENT DECISION MAKING, INVESTMENTS RELATING TO OIL, GAS AND MINING RESOURCES AND INVESTMENTS RELATING TO OIL, GAS AND MINING EXPLORATION; PRIVATE EQUITY AND MERCHANT BANKING SERVICES RELATING TO RESOURCES AND REAL ESTATE
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