GREAT IDEAS + STRONG DISCIPLINE = BETTER OUTCOMES

Investment consultancy services for financial investment advisors and their clients; financial asset management and portfolio management; Financial investment research and financial due diligence; Financial services, namely, selection and monitoring of investment firms; Providing information in the field of financial investments and financial market performance; Financial asset management services; Financial services, namely, managed account investment services; Mutual fund investment services; Providing information and research in the field of finance and financial investment, namely, information regarding managing investments, asset allocation strategies, financial market performance, and financial planning as well as interactive financial calculators for use in financial planning and analysis by electronic means and the Internet; financial planning and investment advisory services, namely, brokerage account and investment account information by electronic means or the Internet