FIDUCIARY CHOICE

Investment services, namely, asset acquisition, consultation, development and management services; Investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including public equity and debt investment services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning and investment advisory services; Information, advisory, consultancy and research services relating to finance and investments