HIGHMOUNT
Mark Identification

HIGHMOUNT

Serial Number

78785021

Filing Date

Jan 4, 2006

Trademark by

HIGHMOUNT CAPITAL LLC

Classification Information

Financial services, namely wealth and financial management services, namely financial analysis and consultation; financial information processing; financial planning consultation; day-to-day money management services, namely bill payment services and cash flow analysis; wealth management, namely long-range wealth and estate planning; reviewing, implementing, and monitoring of family tax and estate plans; advice regarding philanthropic and foundation planning and management, namely philanthropic services concerning monetary donations; investment advisory services, namely short- and long-term investment portfolio planning, risk tolerance, cash flow requirements and long-term return financial objectives consultation; asset allocation planning and implementation; active administration and monitoring of investment portfolios, namely in-house management of income investments and U;S; equities, as well as open architecture programs for micro-, small- and mid-cap stocks, large-cap stocks, hedge funds, international, private equity and exchange-traded funds; reporting of aggregated investment information electronically; support for family-owned businesses, namely financial management in the form of financial goal setting, strategic philanthropy, and consolidated family reporting

Insurance and Financial