U.S. federal trademark · Serial No. 75385656
Computer software for use by financial investment advisors and their clients in the management of investment portfolios, and user manuals sold as a unit therewith
Mutual fund investment services, financial management services, and providing financial information by electronic means, all of the foregoing services rendered to financial investment advisors and their clients
Brochures, pamphlets, newsletters, books and notebooks containing information in the field of financial investments,
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.