CABOT

Electronic downloadable publications in the nature of essays, newsletters, and reports in the field of investment management

Business consulting services for investment managers and professional investors, in the nature of assessment, feedback, and assistance with establishment of investment processes, development and marketing of investment products; Consulting services for investment managers and professional investors, in the nature of assessment, feedback, and assistance with marketing of investment products

Financial consulting services for investment managers and professional investors, in the nature of assessment, feedback, and assistance with establishment of investment processes, development of investment products, and investment decision making; financial assessment of investment portfolios; providing a website featuring information in the field of investment management

Continuing educational services, namely, business training and coaching services for investment managers and professional investors

Software as a Service (SaaS) services featuring software for analyzing and tracking the performance of investments and investment funds