Serial #87576805 Trademark

Financial services, namely, investment research, investment advice, investment management, investment consultation and investment of funds for others, in assets such as private and public securities, real asset and liquid alternative investments, mutual funds, private funds, real estate, REITs (Real Estate Investment Trusts), MLPs (Master Limited Partnerships), managed futures, commodities, risk parity, global asset allocation, fixed income, trend-following, and natural resources investment services; financial services, namely, operation and management of mutual funds, closed-end funds, private funds, and managed accounts; private client services, namely, wealth management, trust and fiduciary services, trust planning, management, and representative services, financial planning services, life insurance services, foundation administration services, investment of client funds with external asset managers, estate planning, administration, and settlement services, 401(k) consultation services, escrow management and administration services, asset management services, and family office services, namely, financial planning and advisory services, trust and estate planning, investment consultation, advisory and management, tax planning and advisory services, and financial philanthropic gift planning; broker-dealer financial services in the field of private and public securities, real asset and liquid alternative investments, mutual funds, private funds, real estate, REITs (Real Estate Investment Trusts), MLPs (Master Limited Partnerships), managed futures, commodities, risk parity, global asset allocation, fixed income, trend-following, and natural resources investment services

Providing financial indices based on selected asset classes