VANTAGEMARK

Financial and investment services, namely, investment advisory, consultation, and management services; financial planning services; wealth management; financial asset management; alternative investment management; strategic investment management and investment consultation services in all asset classes, including fixed-income products, equities, alternative investments, and commodities; financial risk management consultation; custodial services in the nature of financial trust operations; investment management services and investment of funds and assets of others, capital investment services; trust and estate planning and management services; brokerage services, namely, acting as broker and dealer of equity and debt securities; investment management