PORTFOLIO STRATEGIST Trademark

Serial Number: 75588357

PORTFOLIO STRATEGIST is a trademark filed by BISYS Brokerage Services, Inc. on November 13, 1998. 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 The application is currently no longer active.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

BISYS Brokerage Services, Inc.

1855 Gateway Blvd., Suite 500
Concord, CA 94520

Entity Type: 03

Legal Representation

Attorney of Record

PETER L. MICHAELSON

263 trademarks filed View all →

Trademark Details

Filing Date

November 13, 1998

Registration Date

Not Registered

First Use Anywhere

October 21, 1998

First Use in Commerce

October 21, 1998

Goods & Services

Mutual fund investment advisory services provided through a financial WRAP program, namely, matching an investor to one of a number of predefined specific investment models, executing financial transactions in order to form a portfolio of financial assets based on the model specified for the investor, maintaining custody and control of various assets in the portfolio to ratios defined in the specified model, monitoring of investments in the portfolio, and conducting periodic meetings with the investor to review performance of the portfolio relative to needs of the investor