THE PASSIVE PERFORMANCE TAX

Financial advice; Financial analysis; Financial consultancy; Financial consultancy services; Financial consultation; Financial consulting; Financial forecasting; Financial information; Financial management; Financial planning; Financial valuations; Financial portfolio analysis services; Financial portfolio management; Financial advice relating to tax; Financial advice relating to income tax; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Providing financial information