FOCUS PARTNERS ADVISOR SOLUTIONS

Consulting services, namely, providing practice management, investment modeling, and back-office support in the fields of financial planning and wealth management; business advice; marketing advisory services; tax planning services

Financial services, namely, wealth management services; providing information in the field of wealth management; financial services, namely, providing turnkey asset management services; investment advice; trading in securities

Education services in the field of financial counseling through conducting seminars and workshops