WE MAKE IT PERSONAL

Printed materials, namely, newsletters and periodic reports in the fields of financial planning, investment analysis, portfolio allocation and providing recommendations for selecting specific financial instruments

Financial services, namely, financial planning, investment analysis, portfolio allocation, financial research, and providing recommendations for selecting specific financial instruments; interactive online computer services offered via a global computer network in the fields of financial planning, investment analysis, portfolio allocation, financial research, and providing recommendations for selecting specific financial instruments

Providing temporary use of online, nondownloadable computer software for use in financial planning, investment analysis, portfolio allocation, financial research, and providing recommendations for selecting specific financial instruments