U.S. federal trademark · Serial No. 97379488 · Reg. No. 7084382
Educational services, namely, providing seminars and workshops in the fields of investment, financial, and portfolio management; Providing on-line newsletters in the fields of investment, financial, and portfolio management; On-line electronic newsletters delivered by e-mail in the fields of investment, financial, and portfolio management
Investment management; Financial management; Sub-advisory fund management; Consulting services relating to pension funds; Outsourced Chief Investment Officer services in the nature of financial portfolio management, financial asset allocation, financial portfolio construction, implementing strategic and tactical financial portfolio decisions, risk management, and selection and financial performance evaluations of investment funds performed by third-party asset managers to inform investment decisions; Financial consulting services, namely, advising others regarding designing financial products
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