U.S. federal trademark · Serial No. 88914055 · Reg. No. 6667506
Software as a service (SAAS) featuring software in the field of financial portfolio construction, financial portfolio management, investment information, financial portfolio analytics and decision support, and financial portfolio analysis
Financial portfolio management; financial portfolio analysis services; investment advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.