| Goods and Services | Financial Services, specifically, investment advisory and investment management services; Fiduciary Services, specifically advice relating to investment selection; Financial Asset Management Services, specifically, a full service, holistic, turnkey asset management program (TAMP) offering services for financial portfolio management, financial risk tolerance assessment, financial asset allocation, custom financial investment models in the nature of investment advisory services, buying, selling, and trading of securities in investment accounts, and block trading groups of investment accounts; Investment advisory services, namely, Custom Investment Model Services, specifically, a fully managed, turnkey investment model program consisting of various customized investment models built to suit a specific risk tolerance or investment strategy, namely, fully diversified, partially diversified and equity only investment strategies that invest and trade in a variety of positions offered on the public securities markets in the United States as well as abroad in other foreign and/or globally traded public securities markets, namely 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, specifically financial research and analysis on the United States, foreign, and/or global economies and stock markets, including commentary and public appearances on such research and analysis; Financial Professional Asset Management Services, specifically Subadvisor Services offering the turnkey asset management program (TAMP) services for clients of financial professionals, commonly known as a third-party asset manager (TPAM) for acting as a full-service, separate third-party asset manager, or an Outsourced Chief Investment Officer for a financial professional (such as but not limited to a financial advisor, a financial planner, an accountant, an insurance agent, an estate planning lawyer, or other financial professional); Financial Professional Consulting Services, specifically providing guidance, recommendations, and advice to financial professionals on various investment management topics namely advice related to investment selection, asset allocation, asset management process and procedure, market and economic insights, , and buying, selling and trading ideas without actual trading in any investment accounts for clients of the financial professionals providing the advice to; Financial Asset Class Analysis and Research Services; Financial Asset Management Services; Capital Investment Services; Custom Investment Model Services in the nature of investment advisory services; Fiduciary services, namely, fiduciary representative services; Financial Planning; Financial Professional Asset Management Services; Financial Professional Consulting Services; Financial consultancy Services; Financial Management; Wealth Management services; Securities Option Strategies and Models, including securities Options Trading and securities Options Research Services in the nature of financial research. |
