U.S. federal trademark · Serial No. 78910952
Investment management services for financial advisors and their clients; brokerage services, namely, clearing, securities custody, execution of securities trades, 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, manager research, and portfolio rebalancing
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