OPTIMUM DIVERSIFIED PORTFOLIO OPTIMUM DIVERSIFIED TACTICAL PORTFOLIO Trademark
Serial Number: 86242969 • Registration: 4666240
Trademark Classes
Owner Contact Info
Trademark Details
Filing Date
April 4, 2014
Registration Date
January 6, 2015
First Use Anywhere
July 9, 2013
First Use in Commerce
July 10, 2013
Published for Opposition
October 21, 2014
Cancellation Date
August 13, 2021
Goods & Services
Advice relating to investments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial information provided by electronic means in the field of investment portfolio management; Financial investment analysis and stock research; Financial investment in the field of portfolio management; Financial planning and investment advisory 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; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Funds investment; Global investment research services; Hedge fund investment services; Information, advisory, consultancy and research services relating to finance and investments; Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Management of a capital investment fund; Monitoring financial markets for investment purposes; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Securities trading and investing services for others via the internet
Preparation of reports relating to finance and investments