Design and management of tax efficient rules-based portfolios comprising a combination of equities and bonds; Fund investment, financial administration, fund distribution, financial investment brokerage, and investment advisory services for tax efficient rules-based portfolios comprising a combination of equities and bonds; Financial services, namely, administration of transactions by funds involving tax efficient rules-based portfolios comprising a combination of equities and bonds

'administr':21,48 'advisori':29 'base':9,36,58 'bond':17,44,66 'brokerag':26 'combin':13,40,62 'compris':11,38,60 'design':1 'distribut':23 'effici':6,33,55 'equiti':15,42,64 'financi':20,24,45 'fund':18,22,52 'invest':19,25,28 'involv':53 'manag':3 'name':47 'portfolio':10,37,59 'rule':8,35,57 'rules-bas':7,34,56 'servic':30,46 'tax':5,32,54 'transact':50

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