INDEX PORTFOLIO TOOLS

Financial services, namely, financial planning, investment analysis, portfolio allocation and recommendations for selecting financial instruments, investments, and indexes; financial services offered via a global computer network, namely, financial planning, investment analysis, portfolio allocation and recommendations for selecting financial instruments, investments, and indexes; financial guidance information services related to investments, personal finance, savings, retirement, education, insurance, credit and real estate; computer software to assist in making investment decisions

Computer services, namely, providing an interactive website featuring technology that allows the user to receive, create, and interact with informational charts and data displays, to view and customize financial plans, to conduct investment analyses, and to seek and review investment guidance in the fields of financial planning, investment analysis, portfolio allocation and recommendations for selecting specific financial instruments, investments, and indexes