KOVITZ INVESTMENT GROUP CAPITAL IDEAS

Financial investment services, investment advice and investment management services, securities brokerage account services and investment brokerage services, all in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indices of financial securities; Financial planning and financial portfolio management services, namely, monitoring investment value and performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; providing information by electronic means, by phone and by online means in the field of investment account information and financial research; Annuity investment services, namely, providing information and analysis in the fields of finance, investment, financial planning, and financial investment strategy; consultancy relating to the aforesaid services