U.S. federal trademark · Serial No. 77025709
Establishing mutual funds for others; 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; Financial services, namely, investment fund transfer and transaction services; Fund investment consultation; Funds investment; Hedge fund investment services; Investment of funds for others; Management of a capital investment fund; Mutual fund brokerage; Mutual fund distribution; Mutual fund investment; Providing a web site where users can post ratings, reviews and recommendations on stocks, bonds, mutual funds and other financial instruments
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.