Individualized investment consulting and asset management services, namely comprehensive investment management and monitoring services; whereby a client's entire investment holding are reviewed for potential inefficiencies and recommendations made to assist in financial goal achievement; with a quarterly reporting structure to provide the data in an individualized format; individualized asset allocation and implementation services whereby each client's needs are determined and specific alloca...

Computer services, namely, providing on-line newsletters, information, articles, and reports about investing, personal finance, and financial planning in the field of financial information and related services