U.S. federal trademark · Serial No. 77866947 · Reg. No. 3915068
Investment advisory services and investment management services, namely, providing information and advice relating to investment portfolio construction and investment strategy, and providing investment management services utilizing various investment vehicles, to clients, registered investment advisers, investment adviser representatives, financial advisors, and others who provide investment-related financial services to clients, based on a passive investment philosophy
Providing marketing support and marketing services to registered investment advisers, investment adviser representatives, financial advisors, and others who provide investment-related financial services to clients, based on a passive management philosophy
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.