U.S. federal trademark · Serial No. 78808274 · Reg. No. 3321138
Investment management and consulting services for financial advisors and their clients; securities brokerage services, namely clearing, custody, execution, statement preparation, portfolio accounting, and trade reconciliation; financial research, namely research on the historical performance and investment processes of various asset managers; investment advice and support for individuals and institutions, namely financial planning, asset allocation advice, investment strategy, managed account investment services, research relating to asset managers, and portfolio rebalancing
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