U.S. federal trademark · Serial No. 86151283
Financial services for institutional and high net worth investors, namely, direct investment management; direct investment advice; financial analysis, consultation, forecasting, investment research, planning and management, all of the foregoing in the field of wealth management and wealth planning; financial investment in the fields of stocks, mutual funds, real estate and commodities; financial portfolio management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.