U.S. federal trademark · Serial No. 76185244 · Reg. No. 2692113
Financial services rendered to financial institutions and investment professionals, namely, mutual fund investment services, investment portfolio management, investment asset allocation, investment trade execution and settlement, providing custody of securities and other investment assets, providing financial information by electronic means, providing financial information in the nature of mutual fund prospectuses and proxy statements on behalf of others, preparing and providing investment account statements on behalf of others
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