CORETAXALPHA
Mark Identification

CORETAXALPHA

Serial Number

90656972

Filing Date

Apr 20, 2021

Trademark by

FIFTH AVENUE FAMILY OFFICE

Classification Information

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

Insurance and Financial