U.S. federal trademark · Serial No. 77053195
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; Funds investment; Investment of funds for others; Management of a capital investment fund; Mutual fund brokerage; Mutual fund distribution; Mutual fund investment
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.