TIPS
Mark Identification

TIPS

Serial Number

87260430

Filing Date

Dec 7, 2016

Trademark by

WEISERT INVESTMENT SERVICES INC.

Classification Information

"TIPS" stands for Trending Investment Portfolio Strategies. TIPS is a investment strategy model utilized by Weisert Investment Services, Inc. to allocate funds within investment portfolios. These strategies can be utilized in either taxable or retirement accounts such as Individual Retirement Accounts or Employer Sponsored Retirement Plans. The model utilizes technical analysis and based on the criteria of those technical indicators, allocations are recommended across the funds available within those taxable or retirement accounts. Technical Indicators primarily include the use of Moving Averages, Performance Rankings, and Stop Loss Criteria

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