U.S. federal trademark · Serial No. 78541368 · Reg. No. 3156343
Financial services, namely, investment research and advice, investment of funds for others, capital investment consultation, investment fund transfer and transaction services, investment consultation, namely, providing asset allocation advice and strategies, providing financial portfolio construction services, investment advisory services, consolidated reporting of financial and investment holdings and transactions, equity and fixed income investment trading, investment of funds for others, namely, hedging and monetization of concentrated equity positions, cash management services, estate planning services
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