U.S. federal trademark · Serial No. 86239467 · Reg. No. 4842105
Mutual funds and capital investment; Mutual fund advisory services; Financial planning and investment advisory services; Mutual fund planning services; Financial services related to separate managed accounts, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Investment management and consultancy
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.