U.S. federal trademark · Serial No. 77035833 · Reg. No. 3978360
Investment consultation; Funds investment; Financial services, namely, providing portfolio design and structuring methodology to enable investors to build a portfolio structure to enable investor decision-making allocations uniquely designed for each investor; Investment brokerage; Investment banking services; Investment advisory services; Investment management; Investment of funds for others; Trust services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.