U.S. federal trademark · Serial No. 99287014
Investment advice; Investment management; Estate planning; Financial advisory and consultancy services; Financial services, namely, wealth management services; Providing information in the field of wealth management; Financial portfolio management; Financial portfolio analysis 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; Management of a capital investment fund
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.