U.S. federal trademark · Serial No. 85444605 · Reg. No. 4625248
Financial services, namely, financial consultation, financial portfolio management, investment of funds for others, financial and investment information management for others, and management of separate accounts, capital investment funds, hedge funds, private equity funds and other collective investment vehicles; investment consultation; investment management and advisory services for discretionary and non-discretionary domestic and foreign accounts for high net worth individuals, corporations, partnerships, limited liability companies, charitable and not-for-profit institutions, trusts and estates; investment supervisory services in connection with open architecture programs, namely, investment advice, asset allocation, and financial analysis and consultation
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