THE STANDARD IN THE WEALTH MANAGEMENT INDUSTRY

Analyzing and compiling data for measuring the performance of financial markets

Advice relating to investments; 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; Financial planning and investment advisory services; Financial services in the nature of an investment security; 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; Fund investment consultation; Funds investment; Investment consultation; Investment management; Mutual fund investment; Trust services, namely, investment and trust company services; Financial portfolio analysis services; Financial portfolio management; Financial research