FOLIOFN INSTITUTIONAL

FINANCIAL MANAGEMENT, FINANCIAL PLANNING, AND FINANCIAL INVESTMENT SERVICES IN THE FIELD OF TRADABLE INSTRUMENTS, NAMELY, SECURITIES, VIA A GLOBAL COMPUTER NETWORK, ELECTRONIC MEANS, COMPUTER COMMUNICATION, TELEPHONE COMMUNICATION, AND OTHER MEANS; INVESTMENT ADVICE AND INVESTMENT MANAGEMENT SERVICES; SECURITY BROKERAGE SERVICES; FINANCIAL SERVICES IN THE NATURE OF INVESTMENT SECURITIES; INVESTMENT BROKERAGE SERVICES; MUTUAL FUND INVESTMENT SERVICES; FINANCIAL INVESTMENT AND RESEARCH SERVICES; FINANCIAL ANALYSIS AND CONSULTATION FOR OTHERS, NAMELY, INVESTORS; AND FINANCIAL INFORMATION SERVICES, NAMELY, PROVIDING INVESTMENT AND PORTFOLIO STATUS INFORMATION BY ELECTRONIC MEANS