PERSONALIZED INVESTING. BEYOND PASSIVE.
Mark Identification

PERSONALIZED INVESTING. BEYOND PASSIVE.

Serial Number

87431697

Filing Date

May 1, 2017

Registration Date

Jun 12, 2018

Trademark by

EV LLC

Active Trademark

Classification Information

Design and management of tax efficient rules-based portfolios comprising a combination of equities and bonds; Fund investment, financial administration, fund distribution, financial investment brokerage, and investment advisory services for tax efficient rules-based portfolios comprising a combination of equities and bonds; Financial services, namely, administration of transactions by funds involving tax efficient rules-based portfolios comprising a combination of equities and bonds

Insurance and Financial