C W M

Owners

Goods & Services

Financial administration of private equity investments of others; Insurance services, namely, underwriting, issuance and administration of long-term care, life, and disability income insurance; Investment advice in the fields of private equity investment; Investment consultation in the fields of private equity investment; Investment management in the fields of private equity investment; Investment of funds for others in the fields of real estate and companies; Brokerage services in the field of securities and commodities investing; Capital investment; Commodity brokerage; Commodity trading for others; Consultancy of capital investment; Design and development of insurance policies for others; Electronic financial trading services; Establishing mutual funds for others; Financial advice; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consulting; Financial information; Financial information and advisory services; Financial investment brokerage services; Financial management; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial risk management consultation; Financial services, namely, wealth management services; Information, advisory, consultancy and research services relating to finance and investments; Insurance brokerage services; Insurance information and consultancy; Investment of funds; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; Management of private equity funds; Management of securities portfolios; Mutual fund investment; Mutual funds and capital investment; On-line trading of financial instruments, shares, options and other derivative products; Private equity fund investment services; Providing financial information; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing venture capital, development capital, private equity and investment funding; Securities brokerage services; Strategic financial advisory services; Trading in securities