36 Investment management and financial services, namely, integrated private wealth management, goals-based portfolio management construction, risk factor allocation strategies and investment advisory services, primarily in the fields of stocks, bonds, options, exchange traded products (ETPs) and mutual funds, as provided to individuals, high net worth individuals, trusts, endowments, charitable organizations, and corporations. Investment consulting and financial research and advisory, namely, outsourced chief investment officer services with supporting macro and micro analysis, financial market interpretation, asset allocation and generalized financial advice not related to a specific account. Providing consultation and decision support regarding each of the four phases of private wealth management, namely, discover unique needs, circumstances, goals, and risk tolerances; plan and develop investment policy statements; implement customized, proactive and reactive portfolio management; supervise financial risk management, monitor and analyze value, performance and attribution of investments, evaluate suitability of asset allocation with new information such as risk tolerance, financial alternative plans and investment time frames; providing an interactive website featuring thought leadership blogs and interesting content to promote financial stewardship and provide resources to help build a smarter community of investors; providing a website featuring information in the fields of integrated private wealth management, portfolio management, and global financial markets; providing a website featuring supportive information-only, written, audio and video presentations in the fields of fiduciary practices for financial personnel; providing a website to engage with clients, prospective clients, community members, and regulators in order to communicate contact information, business practices, and regulatory filings; providing an interactive website to host client and advisor secure portals in order to retrieve password protected information related to investment accounts
Trademark: 86648887
