U.S. federal trademark · Serial No. 99349183 · Reg. No. 8321212
Investment advisory services; Financial due diligence; Financial due diligence services; Financial portfolio management; Financial portfolio analysis services; 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; Providing information regarding financial investment strategies; Fund management for private clients; Investment fund management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.