U.S. federal trademark · Serial No. 99861986
Investment advisory services; Investment management; Equity capital investment; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Family office investment advisory services; Family office investment management services; Financial planning and investment advisory services; Financial services in the nature of an investment security; Family office services in the nature of investment advisory services; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Advice relating to investments; Financial management relating to investments; 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; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.