OPTO

Downloadable electronic publications in the nature of newsletters, journals, articles, pamphlets, and email newsletters in the field of alternative investments; Downloadable software in the nature of a mobile application for registered investment advisors to access, learn about, navigate, properly allocate, transact in, and communicate about alternative investment products

Printed publications, namely, newsletters, journals, articles, and pamphlets in the field of alternative investments

Financial advisory and consultancy services, namely, education, research, and guidance on alternative investments; Financial information provided by electronic means in the field of alternative investments, namely, videos and articles on developments and innovations in private market opportunities, interactive tools for learning about portfolio exposure and the role that alternatives can play in increasing return or decreasing risk, primers on individual asset classes and sectors, and interviews with fund managers and financial experts who will share their viewpoints; Financial investment in the field of alternative investments, custom fund products developed independently or with partners, retirement accounts, and alternative investments pre-secured for allocation to registered investment advisors; Funds investment; Investment advisory services; Investment management in the fields of alternative investments and custom fund products; Providing financial information services to registered investment advisors, specifically education, research, and guidance on alternative investments

Providing online non-downloadable electronic publications in the nature of newsletters, journals, articles, and blogs in the field of alternative investments

Providing a website featuring non-downloadable software for registered investment advisors to access, learn about, navigate, properly allocate, transact in, and communicate about alternative investment products