MV

Computer software that may be downloaded from a global computer network for compiling and analyzing financial data in a manner that recommends and supports investment decision making for use by investment management professionals in providing investment management and related tax advisory services; computer software that may be downloaded from a global computer network for use by clients of investment management professionals for viewing investment portfolios

Tax management advisory services related to investing provided to individuals

Financial services for individuals, namely, investment management, financial asset allocation, and financial portfolio management; financial services, namely, investment management services, provided directly to clients, to intermediary investment professionals, and to clients of intermediary investment professionals, via online internet connections