1031 FINANCIAL

investment services, namely, providing investment analysis, consultation, planning, management, advisory, brokerage, portfolio management, asset management, trust and estate management and research services with respect to securities, real estate, Delaware statutory trusts and other instruments of investment; financial consultation and management services relating to Internal Revenue Code Section 1031 on tax deferred property exchange transactions; serving as a qualified financial intermediary for tax-deferred exchanges for real and personal property, namely, facilitating the channeling of funds between lenders and borrowers by connecting those with a financial surplus with those having a financial deficit via tax-deferred exchanges for real and personal property