U.S. federal trademark · Serial No. 85866640 · Reg. No. 4556942
Mutual fund investment; Establishing mutual funds for others; Mutual fund brokerage; Mutual fund advisory services; Single managed account services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs ; Funds investment; Investment management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.