PORTFOLIO NAVIGATION Trademark Information

Trademark by Sortino Investment Advisors LLC

Financial investment services, namely, providing financial advice that employs the concept of navigation to the task of managing a portfolio of securities from what its value is at any given point in time to what its value needs to be at some time in the future (the destination), including periodically changing the asset allocation when the portfolio value increases or decreases enough to require a new heading called an internal rate of return...

Classification Information

Use in Commerce Trademark - Applicant has provided proof of use of this mark in commerce to USPTO.

Primary Class: Class Details:
Class (036)
Insurance; financial affairs; monetary affairs; real estate affairs.
First Use Anywhere:: 9/22/2011
First Use In Commerce: 9/22/2011
General Information
Word mark: PORTFOLIO NAVIGATION
Status/Status Date:
ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE
4/22/2014
Serial Number: 85669418
Filing Date: 7/5/2012
Registration Number: NOT AVAILABLE
Registration Date: NOT AVAILABLE
Goods and Services: Financial investment services, namely, providing financial advice that employs the concept of navigation to the task of managing a portfolio of securities from what its value is at any given point in time to what its value needs to be at some time in the future (the destination), including periodically changing the asset allocation when the portfolio value increases or decreases enough to require a new heading called an internal rate of return to be calculated that will discount the desired destination value to the present value of the assets and investing the portfolio assets accordingly
Mark Description: NOT AVAILABLE
Type Of Mark: Service Mark
Published For Opposition Date: N/A
Last Applicant/Owner:
Sortino Investment Advisors LLC
Menlo Park, CA 94025
Mark Drawing Code: Standard Character Mark
Design Search:
(NO DATA)
Register Type: Principal
Disclaimer: ("PORTFOLIO")
Correspondent:
SORTINO INVESTMENT ADVISORS LLC
61 POLITZER DR
MENLO PARK, CA 94025-5541
Current Status:
ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE
4/22/2014
Correspondent Search:
SORTINO INVESTMENT ADVISORS LLC is a correspondent of PORTFOLIO NAVIGATION trademark.
Current Overall Rating:
RatingRatingRatingRatingRating

(0 review)

As seen on