U.S. federal trademark · Serial No. 88049300
Investment advice; Investment consultation; Investment management; Investment of funds for others; Capital investment; Capital investment consulting; Capital investment services; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management 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; Fund investment consultation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.