CLEARSTEAD PRISM OCIO
associated with 6 other trademarks
Providing outsourced portfolio management solutions to clients in the nature of financial portfolio management services via a discretionary service mo...

Words that describe this trademark:

portfolio management solutions  policy design  design review  investment policy  review strategic  management solutions  clients investment  solutions clients  outsourced  provide 

Serial Number:

88190582

Mark:

CLEARSTEAD PRISM OCIO

Status:

Registered

Status Date:

09-10-2019

Filing Date:

Registration Number:

5855400

Registration Date:

09-10-2019

Goods and Services:

Providing outsourced portfolio management solutions to clients in the nature of financial portfolio management services via a discretionary service model, namely, investment policy design and review, asset allocation, portfolio construction, portfolio rebalancing, portfolio risk management, portfolio performance reporting, and coordination and execution of portfolio account transactions

Mark Description:

N/A

Class:

Insurance

Type of Mark:

Servicemark

Published for Opposition Date:

06-25-2019

Mark Drawing Status:

Standart Character Mark

Abandon Date:

N/A

Business Name:

CALFEE, HALTER & GRISWOLD LLP

Correspondent Name:

Recent Trademark filings by this company