ON STRATEGY.

Financial management services, namely, investment consultation and investment management services to individual and institutional investors; financial services for mutual fund shareholders, namely, financial reporting services in the nature of providing financial account information, financial data, financial market data, financial information in the nature of share price movement and securities reporting; fund advisory and investment services, namely, financial consulting services for individual bond and equity securities, and municipal, bond, money market, income, value, growth, and stock equity mutual funds; financial and investment services, namely, management and brokerage in the fields of financial securities, stocks, bonds, and other investments; financial planning; providing financial services over the global computer network, namely, providing financial information in the nature of equity and bond mutual fund investment data, shareholder account information, market commentary and financial planning