MANAGEMENT FACTOR

Establishing mutual funds and exchange-traded funds for others; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds and exchange-traded funds for equity and fixed income investments; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, business fund raising provided over a computer network such as the Internet; Financial services, namely, funding online cash accounts from prepaid cash cards, bank accounts and credit card accounts; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, raising money for the hedge funds of others; Fund investment consultation; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund raising for others for the purpose of purchasing companies; Fund raising services, namely, organizing, arranging and conducting fund raising programs for the benefit of schools and non-profit organizations; Fund raising services, namely, sharing profits from the sale of socially responsible products with not-for-profit organizations, schools, and civic groups; Funds investment; Hedge fund investment services; Intellectual property venture fund development and formation services for others; Intellectual property venture fund management services; Investment of funds for others; Management of a capital investment fund; Management of private equity funds; Mutual fund brokerage; Exchange-traded fund brokerage; Mutual fund distribution; Exchange-traded fund distribution; Mutual fund investment; Exchange-traded fund investment; Mutual funds and capital investment; Private equity fund investment services; Private placements of hedge funds, private equity funds, securities and derivatives for others; Providing a web site where users can post ratings, reviews and recommendations on stocks, bonds, mutual funds, exchange-traded funds and other financial instruments; Real estate funds investment services; Venture capital funding services to emerging and start-up companies