LAURUS

Financial services, namely, wealth management services and investment management; financial management, financial analysis and financial portfolio advice for investment funds and managed accounts; investment and securities portfolio management services; investment consultation and advisory services; financial consultancy and advisory services related to tax-registered plans and tax-assisted investments; financial advice; account management services, namely, mutual fund sub-advisory investment and financial portfolio management; investment advice and management services for institutional accounts, high net worth individuals and not-for-profit endowments and foundations