U.S. federal trademark · Serial No. 77017671
Advice relating to investments; Capital investment consultation; Commodity investment advice; Equity capital investment; Financial services in the nature of an investment security; 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 fund transfer and transaction services; Fund investment consultation; Funds investment; Investment advice; Investment advisory services; Investment consultation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.