99161279
Apr 29, 2025
Recorded software for Downloadable mobile applications for managing investment portfolios. Downloadable software for financial portfolio management
Electrical and Scientific ApparatusProviding financial advisory services; Financial customs brokerage services; "Providing automated investment advisory services"(For algorithm-based or app-guided ETF portfolio management)"Investment management of exchange-traded funds (ETFs)"(Directly applies to the ETF-based nature of the Patriot Portfolio)"Financial portfolio management"(Covers your day-to-day oversight of the portfolio)"Providing a website featuring financial information in the field of socially responsible and faith-based investing"(Since you're using Inspire ETFs, this reinforces the values-aligned positioning)"Investment of funds for others"(Covers discretionary portfolio management as an RIA/sub-adviso
Insurance and Financial