U.S. federal trademark · Serial No. 90134044
Debt management services; Financial advice; Financial asset management; Financial planning for retirement; Financial portfolio management; Investment advice; Investment management; Advice relating to investments; 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 advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.