SECTOR SELECT
Mark Identification

SECTOR SELECT

Serial Number

87048426

Filing Date

May 24, 2016

Registration Date

Aug 14, 2018

Trademark by

S&P DOW JONES INDICES LLC

Active Trademark

Classification Information

Financial services, namely, investment advice, investment management, funds investment, investment consultation, financial planning, financial analysis, investment brokerage and investment of funds for others; financial services, namely, wealth management services; investment services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, options, and indices of financial securities; investment advice and management in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, options, and indices of financial securities; financial investment analysis and stock research; financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; providing information and analysis in the fields of finance, economics, investment, business, financial planning, and investment strategy; providing portfolio management services; financial portfolio management services provided through use of proprietary quantitative software, namely, the analysis, creation, management, monitoring, accounting and rebalancing of investment portfolios; financial portfolio management services designed to provide and capture superior upside value using advanced factor investing while giving investors cost-effective downside protection; financial portfolio management services that uniquely combine asset class momentum, adaptive trend following and capture and utilization of market anomalies to give an optimal risk adjusted performance profile; financial portfolio management services utilizing a rule-based model to combine asset class momentum, adaptive trend following and capture and utilization of market anomalies in order to provide investors with upside value and downside protection

Insurance and Financial