THE BEHAVIORAL PORTFOLIO

Financial portfolio management, construction, analysis, and advisory services; investment advisory services; financial investment analysis and investment research services; investment of funds; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; monitoring financial markets for investment purposes; providing information, commentary, and advice in the field of finance and financial investments; mutual fund investment and advisory services; management of exchange-traded funds

Educational services, namely, conducting seminars and webinars for financial and investment advisors in the field of financial and investment management and advising; business training and coaching services for financial and investment advisors in the field of financial and investment management and advising