U.S. federal trademark · Serial No. 78718214
Cash management; Financial portfolio management; 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; Investment advice; Investment consultation; Investment management; Investment of funds for others; Investment services, namely asset acquisition, consultation, development and management services; Management of portfolios comprising securities; Trust management accounts; Trust services, namely, investment and trust company services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.