LIFE IMPACT

Provision of services to the clients of investment advisory representatives (IARs) and registered investment advisor (RIA) firms, namely, financial services, namely, investment advisor services; wealth management services; financial asset allocation, cash flow management, investment consultation, and investment management services; financial risk management consultation; financial advisory and consultancy services; advice relating to investments and wealth management; support services, namely, financial asset management support for others, financial planning support services; asset management for others via investment portfolio and investment model design and investment portfolio management by trading and rebalancing portfolios, financial planning, estate planning, legacy planning being family heritage, philanthropy, values and wealth, charitable/generosity planning as a financial planning services and impact investing in private and public assets