| Goods and Services | Financial Services, specifically, investment advisory and investment management services; Fiduciary Services, specifically advice relating to investment selection; Asset Management Services, specifically, a full service, holistic, "Turnkey Asset Management Program" or "TAMP" offering services such as, but not limited to, portfolio management, risk tolerance assessment, asset allocation, custom investment models, buy/sell trading of securities in investment accounts, and/or "block trading" groups of investment accounts; Custom Investment Model Services, specifically, a fully managed, turnkey investment model program consisting of various investment models built to suit a specific risk tolerance, such as but not limited to: 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/globally traded public securities markets including, but not limited to: stocks, exchange traded funds (ETFs), and mutual funds; Asset Class Analysis and Research Services, specifically, financial analysis of all asset classes, positions, and potential investment opportunities for inclusion in client accounts and custom investment models, including research and analysis on the United States and foreign/global economies and stock markets; Financial Professional Asset Management Services, specifically Subadvisor Services offering the same "TAMP" type services described above but for clients of financial professionals, commonly known as a "Third Party Asset Manager" or "TPAM" (for example, but not limited to, acting as a full-service, separate third-party asset manager, or an "Outsourced Chief Investment Officer" for a financial advisor or accountant); Financial Professional Consulting Services, specifically "FYI" type information for financial professionals on various investment management topics such as but not limited to: advice related to investment selection, market and/or economic insights, asset allocation, and/or buy/sell trade ideas WITHOUT actual trading in any investment accounts; Asset Class Analysis and Research Services; Asset Management Services; Capital Investment Services; Custom Investment Model Services; Fiduciary Services; Financial Planning; Financial Professional Asset Management Services; Financial Professional Consulting Services; Financial Services; Financial Management; Wealth Management; Option Strategies and Models, including Options Trading and Options Research Services. |
