THE FOUR SQUARE METHOD

Personalized financial portfolio management, marketed and sold to high net worth individuals and institutions; personalized funds investment and fund investment consultation services, marketed and sold to high net worth individuals and institutions; personalized capital investment counseling services, marketed and sold to high net worth individuals and institutions; personalized management of portfolios comprising securities, marketed and sold to high net worth individuals and institutions; personalized investment management services with respect to mutual funds, pension accounts, institutional accounts, and separate accounts, marketed and sold to high net worth individuals and institutions; personalized financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others, marketed and sold to high net worth individuals and institutions; all the foregoing excluding financing of loans