U.S. federal trademark · Serial No. 86326742 · Reg. No. 4765877
Capital investment services; 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 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, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Hedge fund investment services; Investment management; Investment of funds for others; Management of a capital investment fund; Public equity investment management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.