CORETAXALPHA Trademark

Serial Number: 90656972

CORETAXALPHA is a trademark filed by Fifth Avenue Family Office on April 20, 2021. The trademark is classified under Class 36 (Insurance & Financial). The application is currently no longer active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

Fifth Avenue Family Office

#410
Naples, FL 34103

Entity Type: 16

Trademark Details

Filing Date

April 20, 2021

Registration Date

Not Registered

First Use Anywhere

January 1, 2020

First Use in Commerce

January 1, 2020

Goods & Services

Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts, exchange traded funds, and mutual funds for equity and fixed income investments, the equity allocation utilizes a tax-loss harvesting technique to create taxable losses while maintaining close correlation to its benchmark index., the investor can offset other taxable gains with the taxable losses, thus creating tax alpha