THE BRIDGE BETWEEN PROTECTION AND GROWTH

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 22 Oct 2022)

What this means for you

Registered since 25 Oct 2016. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
86734816
Registration number
5069842
Mark type
Stylized text
Filed
24 Aug 2015
Published for opposition
19 Jan 2016
Registered
25 Oct 2016
Attorney of record
Mary Grace Gallagher

Goods and services

  • Class 036 — Insurance and financial services: Financial services, namely, financial analysis; providing portfolio and investment management services; providing portfolio and investment management services through use of proprietary quantitative software; providing financial asset and wealth management advisory and consulting services through use of proprietary quantitative software; financial portfolio management and support services provided through use of proprietary quantitative software, namely, the analysis, creation, management, monitoring, accounting and rebalancing of investment portfolios; risk assessment and allocation of assets among various investment classes; financial portfolio management and support services utilizing strategic beta indexing in combination with risk management techniques and processes to mitigate investor downside risk; financial portfolio management and support services designed to provide and capture superior upside value using advanced factor investing while giving investors cost-effective downside protection; financial portfolio management and support services that uniquely combine asset class momentum, adaptive trend following and tail risk hedging factors to give an optimal risk adjusted performance profile; financial portfolio management and support services utilizing a rule-based model with multi-layered risk management to quantitatively analyze the costs-to-benefits of various methods of providing investors with downside protection; financial portfolio management and support services provided through use of proprietary software, utilizing strategic beta indexing in combination with risk management techniques and processes to mitigate investor downside risk; financial portfolio management and support services provided through use of proprietary software, designed to provide and capture superior upside value using advanced factor investing while giving investors cost-effective downside protection; financial portfolio management and support services provided through use of proprietary quantitative software that uniquely combines asset class momentum, adaptive trend following and tail risk hedging factors to give an optimal risk adjusted performance profile; financial portfolio management and support services provided through use of proprietary quantitative software following a rule-based model with multi-layered risk management to quantitatively analyze the costs-to-benefits of various methods of providing investors with downside protection

Owner

Prosecution history

  • 26 Oct 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 01 May 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 01 May 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 01 May 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 10 Apr 2024 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 22 Oct 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 22 Oct 2022 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 22 Oct 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 25 Apr 2022 — TEAS SECTION 8 & 15 RECEIVED
  • 25 Oct 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 25 Oct 2016 — REGISTERED-PRINCIPAL REGISTER
  • 22 Sept 2016 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 21 Sept 2016 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 13 Sept 2016 — STATEMENT OF USE PROCESSING COMPLETE
  • 19 Aug 2016 — USE AMENDMENT FILED

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