BUY.HOLD.AND PROSPER.

Advertising and promotions services, namely, promoting investment funds, mutual funds, pooled funds, wrap account products, segregated funds, and securities-based investment products to others, namely, brokers, dealers and financial advisors

Investment counseling, financial planning and portfolio management services; mutual fund and investment portfolio services; establishing, managing, and offering investment funds, mutual funds, pooled funds, wrap account products, segregated funds, and securities-based investment products through brokers, dealers and financial advisors