GEIER FUNDS

Electronic downloadable publications, namely, newsletters, magazines, articles, reports, guides, charts and graphs, worksheets, forms, instructional materials, educational materials, bulletins, pamphlets, booklets, video recordings in the investment, investment brokerage, asset management and financial field; downloadable video recordings featuring presentations in the investment, investment brokerage, asset management and financial field

Publications, namely, newsletters, magazines, articles, reports, guides, charts and graphs, worksheets, forms, instructional materials, educational materials, bulletins, pamphlets, booklets in the investment, investment brokerage, asset management and financial field

Mutual fund investment; investment brokerage; investment management; financial asset management; investment advice; investment consultation; financial research; financial analysis in the field of taxation; banking; financial planning for retirement; financial administration of retirement plans; financial planning for educational expenses; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families