U.S. federal trademark · Serial No. 78756243 · Reg. No. 3309134
investment and financial management, consultation, and advisory services relating to portfolios comprising public and private equities, real estate, REIT, and fixed income investments, including the selection and oversight of third-party managers of equity, fixed income, and natural resources investments; debt management and debt management consultation; investment services, namely, asset acquisition, consultation, development and management services; estate planning, administration, and settlement; estate trust management; financial trust management services; trusteeship representative services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.