DYNAMIC EXPANSION CONTRACTION STRATEGY Trademark
Serial Number: 85540321 • Registration: 4200332
Trademark Classes
Owner Contact Info
Trademark Details
Filing Date
February 11, 2012
Registration Date
August 28, 2012
First Use Anywhere
May 3, 2011
First Use in Commerce
May 3, 2011
Cancellation Date
March 29, 2019
Goods & Services
Financial portfolio analysis services; Financial portfolio management; 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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Management of portfolios comprising securities; Management of securities portfolios
