U.S. federal trademark · Serial No. 85878869
Administration of employee benefit plans concerning insurance and finance; Capital investment services; Equity capital investment; 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, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; 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; Funds investment; Hedge fund investment services; Investment clubs; Investment management of and distribution of annuities; Mutual funds and capital investment; Securities trading and investing services for others via the Internet
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.