U.S. federal trademark · Serial No. 85928268 · Reg. No. 4540077
Financial investment analysis and stock research; Financial planning and investment advisory 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; Investment advisory services; Investment management; Investment of funds for others; Mutual fund investment; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Provision of financial information relating to the finance industry involved in environmentally focused investments; Securities trading and investing services for others via the internet
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.