U.S. federal trademark · Serial No. 77379952
Financial analysis and consultation; Financial consultation; Financial investment in the field of securities and mutual funds; Financial management; Financial planning; Financial planning consultation; Financial portfolio management; 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; Advice relating to investments; Fund investment consultation; Investment advice; Investment consultation; Investment management; Insurance consultation; Estate planning; Mutual fund investment
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.