U.S. federal trademark · Serial No. 87072774 · Reg. No. 5252274
Financial management and investment management services; financial administration and investment administration services, namely, financial trustee services, valuation of financial and investment assets, and investment consultation; provision of financial information services and provision of investment information services, mutual fund investment, mutual fund distribution, and mutual fund brokerage; investment management of alternative investments; investment of funds in the nature of alternative investments; and investment consultation as to alternative investments
Preparation of financial statements relating to information on stocks, bonds, exchanges, mutual funds, and investment trusts; Preparation of reports relating to finance and investments, including information on stocks, bonds, exchanges, mutual funds, and investment trusts; and financial records management relating to stocks, bonds, exchanges, mutual funds, and investment trusts
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.