U.S. federal trademark · Serial No. 88875450 · Reg. No. 6412429
Financial and investment services, namely, investment advisory, consultation, and management services; investment advisory and management services in the nature of individual stock selection, rebalancing allocations, and tax-loss harvesting; financial-planning services; wealth management; fund management, namely, management of mutual funds; financial-asset management; alternative-investment management; strategic-investment management and investment consultation services in all asset classes, fixed-income products, equities, alternative investments, and commodities; financial risk-management consultation
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