ALTO

Owners

Goods & Services

Financial services, namely, providing financial reporting services in the nature of preparing financial reports for others relating to custodial and trust accounts for alternative investments

Financial asset management for self-directed individual retirement accounts; Self-directed individual retirement account services; Financial services, namely, financial administration of self-directed tax-deferred and tax-free retirement accounts; Financial services, namely, providing an Internet web portal featuring information for individuals to self-direct and self-manage financial investments in private company securities, real estate, and alternative investments; Financial services, namely, financial administration of transactions involving funds drawn from alternative investments and assets held in self-directed individual retirement accounts; Financial information involving self-directed individual retirement accounts; all of the foregoing not in the field of providing transaction processing, chargeback dispute resolution, and professionally managed investment management services

Providing temporary use of online non-downloadable software for managing self-directed individual retirement accounts, self-directed tax-deferred, and tax-free retirement accounts; Providing temporary use of on-line non-downloadable software for retirement planning; Providing a website featuring online non-downloadable software for administration of financial transactions involving funds drawn from alternative investments; Providing a website featuring online non-downloadable software for directing the receipt and transfer of funds, securities and property held in self-directed individual retirement accounts and individual retirement plans; Providing a website featuring primarily online non-downloadable software for opening self-directed individual retirement accounts and investing in private company securities, real estate, and alternative investments using funds from self-directed individual retirement accounts and also featuring non-downloadable publications in the nature of electronic articles in the fields of self-directed individual retirement account instructions and instructions for investing in private company securities, real estate, and alternative investments using funds from self-directed individual retirement accounts; Providing a website featuring online non-downloadable software that enables users to manage self-directed individual retirement accounts; Providing a website featuring online non-downloadable software that enables users to manage financial transactions involving funds drawn from alternative investments; Providing a website featuring online non-downloadable software for reporting financial transactions involving custodial and trust accounts holding alternative investments; Providing an Internet web portal for custodians of individual retirement accounts featuring information in the field of technology that allows users to send and receive financial records; Providing temporary use of on-line non-downloadable software for accessing, reading, and tracking information in the field of finance and investments