U.S. federal trademark · Serial No. 78672730
Advice relating to investments; Financial investment in the field of securities; Financial management; Financial portfolio management; Financial services in the nature of an investment security; 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; Investment advice; Investment management; Investment of funds for others; Investment services, namely asset acquisition, consultation, development and management services; Management of portfolios comprising securities
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