PATRIOT PORTFOLIO
Mark Identification

PATRIOT PORTFOLIO

Serial Number

99161279

Filing Date

Apr 29, 2025

Trademark by

MONORAIL INC.

Classification Information

Recorded software for Downloadable mobile applications for managing investment portfolios. Downloadable software for financial portfolio management

Electrical and Scientific Apparatus

Providing financial advisory services; Financial customs brokerage services; "Providing automated investment advisory services"(For algorithm-based or app-guided ETF portfolio management)"Investment management of exchange-traded funds (ETFs)"(Directly applies to the ETF-based nature of the Patriot Portfolio)"Financial portfolio management"(Covers your day-to-day oversight of the portfolio)"Providing a website featuring financial information in the field of socially responsible and faith-based investing"(Since you're using Inspire ETFs, this reinforces the values-aligned positioning)"Investment of funds for others"(Covers discretionary portfolio management as an RIA/sub-adviso

Insurance and Financial