U.S. federal trademark · Serial No. 88220037 · Reg. No. 5900855
Estate planning; Financial asset management; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial portfolio management; Financial risk management; Financial trust administration; Financial advice; Financial analysis; Financial planning; Investment advisory services; Investment consultancy; Investment management; Monetary strategy consultation and research; Financial services, namely, wealth management services; impact and socially responsible investing in venture capital, mutual funds, exchange traded funds, hedge funds, private funds, and public and private equity; environmental, social and governance investing in venture capital, mutual funds, exchange traded funds, hedge funds, private funds, and public and private equity; trustee services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.