Guidelines for Trademark Use

1. The Trademarks

"Advocacy Investing", "Advocacy Avatar", "The Next Generation of Socially Responsible Investing", "Promoting Your Own Values", "SRI Open Forum" and "Your Profit. Your Passion. Your Power." are trademarks of Marc J. Lane Investment Management, Inc. Registered in U.S. Patent and Trademark Office and may be registered in certain other jurisdictions.

"Protecting Today's Wealth. Building Tomorrow's." and the Marc J. Lane Wealth Group logo are trademarks of The Law Offices of Marc J. Lane, a Professional Corporation Registered in U.S. Patent and Trademark Office and may be registered in certain other jurisdictions.

"Marc J. Lane Wealth Group" is a trademark of The Law Offices of Marc J. Lane, a Professional Corporation and may be registered in certain jurisdictions.

2. Use of the Trademarks

        You may use the Trademarks to accurately refer to and identify our products and services. However, proper use and designation of the Trademarks is required.

        You must use the Trademarks so that each mark creates a separate and distinct impression from any other term or trademark that may be used or affixed on the same material.

        You must use the Trademarks exactly as they are displayed below. You may not make a singular Trademark plural or a plural Trademark singular. You may not abbreviate the Trademarks. You may not modify the capitalization of the Trademarks.

        You may not use the Trademarks in any manner that is likely to confuse or imply association with or sponsorship by The Law Offices of Marc J. Lane, a Professional Corporation, Marc J. Lane Investment Management, Inc. or its affiliates.

  a. In the United States

On all materials distributed within the United States in which one or more of the Trademarks are used, you must use the Trademarks exactly as shown below, including the appropriate trademark symbol next to the first or most prominent mention of the Trademark and the appropriate noun following each mention of the Trademark.

  1. Advocacy Investing® approach (or services, strategy or newsletter)
  2. Advocacy Avatar® questionnaire
  3. Marc J. Lane Wealth GroupTM companies (or entities)
  4. Promoting Your Own Values®
  5. Protecting Today’s Wealth. Building Tomorrow’s.®
  6. SRI Open Forum® bulletin board
  7. The Next Generation of Socially Responsible Investing®
  8. Your Profit. Your Passion. Your Power.®

  b. Outside of the United States

On all materials distributed outside of the United States in which one or more of the Trademarks are used, you should not use the trademark symbols next to the Trademarks. Instead, you should include the language listed under “The Trademarks” section above in a legible manner near the bottom of the material.

If material is distributed within and outside of the United States and contains one or more of the Trademarks, you should follow the guidelines for materials distributed outside of the United States.

Last Updated: October 21, 2011

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