U.S. federal trademark · Serial No. 98393501 · Reg. No. 7854816
Investment advice; Investment management; Advice relating to investments; Financial investment analysis and stock research; 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; Global investment research services; Information, advisory, consultancy and financial research services relating to finance and investments; Providing information and research in the field of finance and financial investments
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.