U.S. federal trademark · Serial No. 86302547 · Reg. No. 4671131
Mutual fund advisory services; Mutual fund planning services; Mutual fund investment; Mutual fund development services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, financial asset allocation and portfolio construction; Management of securities portfolios; Financial portfolio management; Financial portfolio analysis services; Global investment research services; Providing information and research in the field of finance and financial investments; financial analysis and research services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.