U.S. federal trademark · Serial No. 98961051 · Reg. No. 7982440
Fund investment consultation; Funds investment; Advisory services relating to mutual funds; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, raising money for the hedge funds of others; Hedge fund management; Investment of funds for others; Investment of funds for others in the fields of retirement, investment, financial planning; Mutual fund distribution; Mutual fund investment; Mutual fund planning services; Mutual funds and capital investment
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.