INOVO

Investment consultation; Investment management; Family office investment management services; Investment of funds for others; Real estate funds investment services; College consulting services, namely, assisting students in applying for scholarships and financial aid; Debt advisory services; Debt management consultation; Estate planning; Insurance consultation; Insurance consulting in the field of life, health, and long term care insurance; Private equity consultant services; Financial advice relating to tax; Providing information in the field of financial stock and equity markets; Financial advice, namely, budget planning; Financial planning; Financial planning for retirement; Financial trust planning; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others