U.S. federal trademark · Serial No. 85322660 · Reg. No. 4087044
Advice relating to investments; Capital investment services; Charitable foundation services, namely, providing fundraising activities and investment management services to support medical education and research and procedures for those in need; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment in the field of securities; Financial planning and investment advisory services; 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; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, dealing in securities as a market maker and in trading commodities, securities, options, futures, equities and fixed income products in the U.S. and overseas market securities; Investment advisory services; Investment management; Investment of funds for others; Management of a capital investment fund; Mutual fund investment; Private equity fund investment services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.