U.S. federal trademark · Serial No. 86695308 · Reg. No. 4940318
Advice relating to investments; Financial planning and investment advisory services; 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 advisory services; Investment consultation; Investment management; Investment of funds; Investment of funds for others; Investment risk assessment services; Mutual fund investment; Mutual funds and capital investment
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.