BRINKER CAPITAL DIRECT RESEARCH

Analyzing and compiling data for measuring the performance of financial markets

Investment consulting services for financial advisors and their clients featuring investment due diligence, asset allocation, and portfolio construction; financial research, analysis and consultation, namely, monitoring status of investments and consulting others regarding same; providing financial information on investments, investment performance and financial market performance; financial asset management services; managed account investment services; mutual fund investment services; providing financial information featuring financial decision-making and financial investment research by electronic means or the Internet; providing financial information featuring information on financial planning, financial investment strategy, financial investment analysis services; and providing brokerage account and investment account information by electronic means or the Internet; providing financial decision making tools and financial investment research tools, namely, financial information regarding managing investments, financial asset management allocation strategies and financial planning; providing online financial calculators for use in financial planning; information, advisory, consultancy and research services relating to finance and investments