THE FORTIFIED PORTFOLIO

What this means for you

Not registered yet, but its 26 Nov 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number

99517828

Mark type

Stylized text

Filed

26 Nov 2025

Attorney of record

Bradley L. Cohn

Goods and services

• Class 036 — Insurance and financial services: Advisory services relating to financial asset management; alternative asset funds management; asset and portfolio management services; asset management services; financial asset management; investment and management of funds; investment counselling, financial planning and portfolio management; investment management; investment portfolio management; mutual funds and capital investment; wealth management services; Financial services namely wealth management services; investment and portfolio management services; investment counselling services and advice on alternative financial strategies; management of separated portfolio accounts and asset management services; consultation services in the field of constructing investment portfolios; consultation services in the field of selecting financial assets for investments; consultation services in the field of selecting alternative assets and alternative assets funds for investment, including precious metals, collectibles, real estate, commodities, private equity, distressed securities, hedge funds, exchange funds, carbon credits, venture capital, film production, financial derivatives, cryptocurrencies, non-fungible tokens, tax receivable agreements, forestry and shipping; Providing financial and investment information services, namely, trading analysis and financial information based on financial indices; calculating financial indices for investment funds; providing trading of investment funds based on financial indices; trading of investment funds index futures; Providing financial indices based on selected groups of securities, including investment funds; providing financial indices; providing financial indices in the nature of quantitative measurements for analyzing the performance of investment funds; providing financial indices of select securities and investment funds to enable consumers to evaluate investments and market trends in the investment market
• Class 042 — Scientific and technological services: SaaS tools for managing, tracking, analyzing, comparing and reporting investment portfolios; providing use of online non-downloadable software to store, manage, track, analyze, compare and report financial investment data
• Class 045 — Legal and security services: Licensing of financial indices to others

Owner

• Picton Mahoney Asset Management, Toronto, ON, CA

Prosecution history

• 31 Mar 2026 — ASSIGNED TO EXAMINER
• 26 Nov 2025 — APPLICATION FILING RECEIPT MAILED
• 26 Nov 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 26 Nov 2025 — NEW APPLICATION ENTERED