U.S. federal trademark · Serial No. 90804501 · Reg. No. 8137537
Investment advice; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Advice relating to investments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Trust services, namely, investment and trust company services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.