Financial asset management; financial portfolio management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; investment advisory services; financial planning services, namely, income planning; providing financial information via a website

'account':14 'advisori':28 'asset':2 'coordin':10 'financi':1,4,7,30,37 'incom':34 'inform':38 'invest':17,27 'mainten':20 'manag':3,6,25 'name':9,33 'need':26 'plan':31,35 'portfolio':5,18 'provid':36 'rebalanc':22 'servic':8,29,32 'singl':13 'tax':24 'trade':21 'via':39 'websit':41 'within':11

AVITY

Owners

Goods & Services