U.S. federal trademark · Serial No. 99515058
Investment management; financial portfolio management; financial portfolio analysis services; financial risk management; financial consultation; financial consultancy; financial forecasting; financial asset management; all of the foregoing in the field of wealth management, investment advisory services, and financial analytics for institutional, government, public sector, and high-net-worth clients, and expressly excluding enterprise resource planning software, accounting software, payroll software, and general business management software.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.