CORI

Owners

Goods & Services

Providing and updating a financial index; marketing services in the fields of investment funds, stocks, bonds, options, commodities, futures, investment companies, pooled investment vehicles and other securities

Investment management; investment advice; financial risk management; consulting in the field of financial management; financial investment data analysis; funds investment; financial investment services, namely, creation, operation, management, brokerage and administration of the issuance and distribution of investment funds, stocks, bonds, options, commodities, futures, pooled investment vehicles and other securities for others; financial investment services, namely, administering the issuance and distribution of exchange-traded funds; providing financial information in the field of investment opportunities; providing an interactive website featuring information and links relating to investment advisory services, investment management services and financial management; providing an online computer database in the fields of investment advisory services, investment management services and financial management; financial planning for retirement; individual retirement account services, namely, design of individual retirement plans for others, financial administration of individual retirement plans and financial advisory services regarding individual retirement plans; financial information and financial consultation in the field of retirement planning and designing retirement plans for others; providing personalized financial information in the field of financial planning and retirement

Providing temporary use of on-line non-downloadable computer software for use by others in rendering financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of financial risk management, financial management and investment management; providing on-line non-downloadable computer software for evaluating, analyzing and assessing financial risks of investments and evaluating and analyzing finances; providing temporary use of on-line non-downloadable computer software used in connection with financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of financial management, investment management, retirement plans and personalized financial planning