BRIGHTSCAPE

[Franchising, namely, Offering Technical Assistance In The Establishment And Or Operation Of Investment Advisory Businesses; And Producing Investment Reports]

Investment And Financial Advisory Services; Investing The Funds Of Others; Financial And Investment Management Services; Financial Portfolio Analysis, Mutual Fund Analysis And Investment Advisory Services Namely, Evaluating Client's Investment Risk, Evaluating Portfolio Risk, Synchronizing Portfolio Risk To The Client Investment Risk Through Recommending And Implementing Changes To Client Portfolios, Adjusting Client Goals Based Upon Portfolio Changes As A Result Of The Synchronization, Selection Of Investment Stocks, Debt Instruments And Mutual Funds, And Ongoing Monitoring Of The Portfolios