Legal Representation
Attorney
Robert E. Smartschan
USPTO Deadlines
Application History
9 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Dec 1, 2016 | ABN2 | O | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE | Loading... |
| Dec 1, 2016 | MAB2 | O | ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND | Loading... |
| May 5, 2016 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| May 5, 2016 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| May 5, 2016 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Apr 25, 2016 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jan 16, 2016 | MPMK | E | NOTICE OF PSEUDO MARK E-MAILED | Loading... |
| Jan 15, 2016 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Jan 12, 2016 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
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
First Use Anywhere:
0
First Use in Commerce:
0
Additional Information
Pseudo Mark
TWO RIVERS
Classification
International Classes
036