| Goods and Services | Financial Services, specifically, investment advisory and investment management services; Financial advisory services in the nature of fiduciary services, specifically advice relating to investment selection; Financial asset management services, specifically, a full service, holistic, turnkey asset management program (TAMP) offering services, namely, portfolio management, risk tolerance assessment, asset allocation, custom investment models, buy trading of securities in investment accounts, sell trading of securities in investment accounts, and buy and sell block trading of securities in groups of investment accounts at the same time; Financial services, namely, providing custom investment model services, specifically, a fully managed, turnkey investment model program (TAMP) consisting of various investment models, namely stock models, mutual fund models, exchange traded fund (ETF) models, or a combination of stock, mutual fund or exchange traded fund (ETF) models, built to suit a specific risk tolerance, namely fully diversified, partially diversified and equity only investment strategies that invest and trade in a variety of positions offered on the United States domestic and foreign and globally traded public securities markets, namely, stocks, exchange traded funds (ETFs), and mutual funds; Financial analysis and research services, namely, asset class analysis and research services, specifically, financial analysis and research disseminated in the form of commentary, insights, guidance, and advice on all asset classes, positions, and potential investment opportunities for inclusion in client accounts and custom investment models, including research and analysis disseminated in the form of commentary, insights, and advice on the United States domestic and foreign and global economies and securities markets, namely stock, commodities, alternatives and fixed income markets; Financial professional asset management services, specifically subadvisor services offering turnkey asset management program (TAMP) services, namely portfolio management, risk tolerance assessment, asset allocation, custom investment models, buy trading of securities in investment accounts, sell trading of securities in investment accounts, and buy and sell block trading of securities in groups of investment accounts at the same time, but to clients of financial professionals, namely, third-party asset management services (TPAM) offered to a financial professional, namely a financial advisor, a financial planner, an accountant, insurance agent or lawyer; Financial professional consulting services, specifically, information disseminated in the form of commentary, insights, guidance, and advice for the purpose of self-education for financial professionals on various investment management topics, namely, advice related to investment selection, market insights, economic insights, asset allocation, buy trade ideas, and sell trade ideas, without actual trading in any investment accounts; Financial analysis and research services, namely asset class analysis and research services disseminated in the form of commentary, insights, guidance and advice on the global financial markets and global economy; Financial asset management services; Capital Investment Services; Financial services, namely, providing custom investment model services; Fiduciary services, namely fiduciary representative services; Financial planning; Financial professional asset management services; Financial professional consulting services, namely expert analysis in finance and investments; Financial services, namely, providing guidance, commentary, recommendations, and advice on asset management, asset allocation, asset classes, portfolio management, and global economic and global financial market research and analysis services; Financial services, namely, wealth management, asset management, portfolio management, research and analysis services; Financial Management; Financial services, namely, wealth management services; Financial advisory and research services, namely, providing option strategies and models with options buy trading, options sell trading, and options research services. |
