Goods & Services
Class 36:
Administration, underwriting and marketing of commingled, open-end equity real estate funds and single client accounts; Asset management services; Charitable fundraising services; Factor tilt investment services, namely, investment of the funds of others utilizing factor investing strategies that targeting specific drivers of return across asset classes like growth, value, and/or momentum, to better express an investor's investment outlook and potentially increase returns while meeting the applicable strategy objective; Financial planning and investment advisory services; Financial planning, namely, providing a personalized, holistic financial wellness plan for individuals; Investment management; Financial asset management; Financial portfolio analysis services; Investment advice; Financial investment in the field of securities; Fiduciary services, namely, fiduciary representative services; Financial valuations; Global distribution of investment products; Insurance and financial services, namely, financial investment in the field of retirement plans and defined contribution plans; Mezzanine debt financing services; Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; Establishing mutual funds for others; Mutual fund distribution; Mutual fund investment; Mutual fund sub-advisory services; Private and public equity and debt investment services; Private placement financing services; Providing online information in the field of financial investments; Providing financial account and investment information by means of a global computer network; Real estate brokerage and leasing services; Real estate investment management services on behalf of institutional and retail investors; Real estate investment services; Retirement investment services for plan participants in the nature of providing engagement programs, namely, advising plan participants to engage in saving and planning for retirement and financial wellness, providing investment advice, financial planning, and asset allocation services, namely, financial asset management; providing financial information; Secondary mortgage market services, namely, purchasing and selling mortgage loans, interest in mortgage loans and real estate-backed and mortgage-backed securities for others; Financial analysis and research services; Consulting and advisory services related to all the foregoing services; Providing financial indices of financial and investment instruments and rules for such indices
Class 41:
Providing online non-downloadable articles, newsletters, reports, journals, infographics, research reports, whitepapers, brochures, and pamphlets in the field of financial investments
Class 42:
Computer services, namely, providing online, non-downloadable software that provides users the ability to obtain a personalized, holistic financial wellness plan and financial information in the fields of retirement benefits, financial retirement planning, financial retirement goals, retirement savings, retirement investing, and retirement plans
